Our uniquely rigorous research[1] earned us the #4 All-Time SumZero ranking. We also ranked in these categories:
- #1 in Long picks,
- #1 in Value,
- #1 in Consumer Discretionary,
- #3 in Healthcare,
- #3 in Small Cap, and
- #4 in North America.
SumZero is a highly exclusive buy-side only community with over 16,000 pre-screened professional portfolio managers that compete for these rankings.
We give members of New Constructs access to our stock picks before we post them to SumZero.
Figure 1: Performance of Select Long Ideas on SumZero – Through 8/5/21
Company | Ticker | Publish or Close Date | Outperformance as a Long Vs. S&P 500 |
GameStop | GME | 1/28/21 | 1095%* |
Williams-Sonoma | WSM | 9/14/16 | 221% |
HCA Healthcare | HCA | 6/22/20 | 155% |
Simon Property Group | SPG | 4/20/20 | 152% |
MasTec, Inc. | MTZ | 6/10/20 | 131% |
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 8/5/21
Company | Ticker | Publish or Close Date | Outperformance as a Short Vs. S&P 500 |
TrueCar, Inc. | TRUE | 6/10/19 | 85%* |
Hertz Global Holdings | HTZ | 4/3/20 | 66%* |
Koss Corp | KOSS | 5/3/21 | 14% |
Sources: New Constructs, LLC
Performance represents price performance and is not adjusted for dividends.
*Performance measured through date position was closed.
This article originally published on August 6, 2021.
Disclosure: 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] Our reports utilize our Core Earnings, a more reliable measure of profits, as demonstrated in Core Earnings: New Data & Evidence, a paper by professors at Harvard Business School (HBS) & MIT Sloan. Recently accepted by the Journal of Financial Economics, the paper reveals significant inaccuracies, omissions, and biases in legacy fundamental datasets while proving the superiority of our fundamental data.