Our uniquely rigorous research[1] earned us #1 All-Time plus many other #1 rankings – again – on SumZero for April 2022. This ranking means our stock picks beat all other competitors on all measures.
- #1 Last Twelve Months
- #1 in Long
- #1 in Short
- #1 in Value
- #1 in North America
- #1 in Large-Cap
- #1 in Small-Cap
- #1 in Consumer Discretionary
- #3 in Consumer Staples
- #5 in Healthcare
- #5 in Energy
- #7 in Western Europe
Enduring value: Our stock picks have ranked #1 in at least one category every month since May 2021. More stock-picking accolades here.
Our SumZero stock picks come from our Focus List Stocks: Long and Focus List Stocks: Short Model Portfolios, which feature the “best of the best” of our stock picks.
The Focus List Stocks: Long outperformed the S&P 500[2] by 2% in 1Q22 and the Focus List Stocks: Short outperformed shorting the S&P 500 by 14% in 1Q22.
Get the latest Focus List Stocks: Long Model Portfolio here and Focus List Stocks: Short Model Portfolio here.
How you can make more $: Pro members get updates to the Focus Lists in real time, and all paying members get our research before syndication to SumZero and other platforms.
SumZero is an exclusive buy-side-only community with over 16,000 pre-screened professional portfolio managers that compete for these rankings.
Figure 1: Performance of Select Long Ideas on SumZero – Through 4/11/22
| Company | Ticker | Publish or Close Date | Outperformance as a Long Vs. S&P 500 |
| Simon Property Group | SPG | 11/16/21 | 143%* |
| HCA Healthcare | HCA | 6/22/20 | 121% |
| Williams-Sonoma | WSM | 9/14/16 | 103% |
| AutoZone | AZO | 11/7/20 | 59% |
| MasTec Inc. | MTZ | 6/10/20 | 54% |
Sources: New Constructs, LLC
Performance represents price performance and is not adjusted for dividends.
*Performance measured through date position was closed
Figure 2: Performance of Select Danger Zone Picks on SumZero – Through 4/11/22
| Company | Ticker | Publish Date | Outperformance as a Short Vs. S&P 500 |
| Eventbrite | EB | 9/24/18 | 113% |
| Peloton Interactive | PTON | 9/21/20 | 109% |
| Beyond Meat | BYND | 9/2/20 | 89% |
| Shopify | SHOP | 9/10/20 | 66% |
| Koss Corp | KOSS | 5/3/21 | 64% |
Sources: New Constructs, LLC
Performance represents price performance and is not adjusted for dividends.
This article originally published on April 12, 2022.
Disclosure: David Trainer owns SPG. David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, style, or theme.
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[1] The Journal of Financial Economics features the superiority of our Core Earnings in Core Earnings: New Data & Evidence.
[2] Stocks are in the Focus List Model Portfolios for different periods of time as we open and close positions during the year. When measuring outperformance of the Focus List Model Portfolios, we compare each stock’s return to the S&P 500’s return for the time each is in the Focus List Model Portfolios. This approach provides more of an apples-to-apples comparison of how each stock performed vs. the S&P 500.