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

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Figure: Granny Shots Portfolio Performance
Monthly. Source: FSInsight. FactSet as of 2/18/22

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Figure: Intersection of investment recommendations by strategy
As of 2/18/22, Source: FSInsight, FactSet

The video in this report is only accessible to members

The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 6,670 bps since its inception (S&P 500 is up 77.9% during the same period).

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