Updating "Granny shots": +9 additions, -5 deletions

Today is the October quarterly rebalance of our Granny Shots portfolio. The Granny Shots is a list of our core stock holdings, using 6 thematic/quantitative portfolios and is designed to identify long-term EPS growers. Since inception in 2019, Granny Shots has outperformed every year:2019 +879bp2020 +3,015bp2021 +392bp2022 +362bp YTD 9...

Best bets in 2022 - Week 35

Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. 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...

Best bets in 2022 - Week 34

Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. 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...

Best bets in 2022 - Week 33

Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. 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...