Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2019. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view for the first half of the year.

Figure: Intersection of investment recommendations by strategy
As of 11/2/19, source: FS Insight, Factset

GRANNY SHOTS: Best bets in 2019 - Week 44

The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 610 bps since its inception (S&P 500 is up 22% YTD).

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