GRANNY SHOTS: Best bets in 2020 - Week 42

Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2020. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view for the second half of 2020.

The granny shots portfolio was re-balanced this week and additions and subtractions from the portfolio can be found on page 1.

Figure: Granny Shots are the “best of the best”
Stocks which appear in multiple themes. Source: FSInsight

GRANNY SHOTS: Best bets in 2020 - Week 42

Figure: Granny Shots Portfolio Performance
Monthly. Source: FSInsight. FactSet as of 10/15/20

GRANNY SHOTS: Best bets in 2020 - Week 42

Figure: Intersection of investment recommendations by strategy
As of 10/15/20, Source: FSInsight, FactSet

GRANNY SHOTS: Best bets in 2020 - Week 42

The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 4330 bps since its inception (S&P 500 is up 34.1% during the same period).

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