New Constructs is September’s #1 ranked stock picker in Healthcare over the last twelve months (LTM) per SumZero Rankings. SumZero is a highly exclusive buy-side only platform for connecting allocators and money managers. Over 12,000 managers/contributors are pre-screened before being allowed to join.

As a member of New Constructs, you get access to these investment ideas before we give them to SumZero. Some of the top performing ideas are below:

  1. Valeant Pharmaceuticals (VRX, since changed to BHC) – short – down 45% when position closed in May 2017
  2. Acadia Healthcare (ACHC) – short ­­– down 42% when position closed in October 2017
  3. National Research Corp (NRC) – long – up 38% when position closed in May 2018
  4. Amgen (AMGN) – long – up 20% since publish in May 2017

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This article originally published on September 7, 2018.

Disclosure: David Trainer, Kyle Guske II, and Sam McBride receive no compensation to write about any specific stock, style, or theme.

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