Best bets in 2022 - Week 14

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: FSInsightBest bets in 2022 - Week 14

Figure: Granny Shots Portfolio Performance

Monthly. Source: FSInsight. FactSet as of 4/7/22Best bets in 2022 - Week 14

Figure: Intersection of investment recommendations by strategy

As of 4/7/22, Source: FSInsight, FactSetBest bets in 2022 - Week 14

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).

Disclosures (show)