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 22

Figure: Granny Shots Portfolio Performance

Monthly. Source: FSInsight. FactSet as of 6/02/22Best bets in 2022 - Week 22

Figure: Intersection of investment recommendations by strategy

As of 6/02/22, Source: FSInsight, FactSetBest bets in 2022 - Week 22

The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 7,950 bps since its inception (S&P 500 is up 60.9% during the same period).

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