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Granny Shots Commentary

The best of the best

Thomas J. Lee

Head of Global Portfolio Strategy & Asset Allocation

Thomas J. Lee

Former J.P. Morgan Chief Equity Strategist from 2007 to 2014. Top-ranked analyst by Institutional Investor every year since 1998.

GRANNY SHOTS: Best bets in 2021 - Week 8

Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are the “best of the best”Stocks which appear in multiple themes. Source: FSInsight Figure: Granny Shots Portfolio PerformanceMonthly. Source: FSInsight. FactSet as of 02/18/21 Figure: Intersection of investment recommendations by strategyAs of 02/18/21, Source: FSInsight, FactSet The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 6,440 bps since its inception (S&P 500 is up 50.7% during the same period).

GRANNY SHOTS: Best bets in 2021 - Week 7

Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are the “best of the best”Stocks which appear in multiple themes. Source: FSInsight Figure: Granny Shots Portfolio PerformanceMonthly. Source: FSInsight. FactSet as of 02/18/21 Figure: Intersection of investment recommendations by strategyAs of 02/18/21, Source: FSInsight, FactSet The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 6,440 bps since its inception (S&P 500 is up 50.7% during the same period).

GRANNY SHOTS: Best bets in 2021 - Week 6

Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are the “best of the best”Stocks which appear in multiple themes. Source: FSInsight Figure: Granny Shots Portfolio PerformanceMonthly. Source: FSInsight. FactSet as of 02/11/21 Figure: Intersection of investment recommendations by strategyAs of 02/11/21, Source: FSInsight, FactSet The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 6,400 bps since its inception (S&P 500 is up 50.8% during the same period).

GRANNY SHOTS: Best bets in 2021 - Week 5

Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are the “best of the best”Stocks which appear in multiple themes. Source: FSInsight Figure: Granny Shots Portfolio PerformanceMonthly. Source: FSInsight. FactSet as of 02/04/21 Figure: Intersection of investment recommendations by strategyAs of 02/04/21, Source: FSInsight, FactSet The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 5,840 bps since its inception (S&P 500 is up 49.1% during the same period).