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Granny Shots Commentary

The best of the best

Thomas J. Lee

Head of Global Portfolio Strategy & Asset Allocation

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 30

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:...

Q3 2021 Rebalancing of Granny Shots

We select stocks for our Granny Shots portfolio based on their adherence to criteria from three tactical and three strategic thematic investing portfolios. The three strategic investing themes are the rise of AI/Automation, the rise of millennials, and inflation. These themes are considered to have investment horizons of 3-5 years....

GRANNY SHOTS: Best bets in 2021 - Week 29

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: Best bets in 2021 - Week 28

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:...

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