Our uniquely rigorous research[1] earned us the #1 All-Time ranking, again, on SumZero for February 2022. This ranking means our stock picks beat all other competitors on all measures. We also ranked highly in the following categories:
- #1 Last Twelve Months
- #1 in Long
- #1 in Short
- #1 in Value
- #1 in Large Cap
- #1 in Small Cap
- #1 in Consumer Discretionary
- #1 in North America
- #4 in Consumer Staples
- #6 in Healthcare
- #7 in Energy
- #9 in Western Europe
Our stock picks ranked #1 last month too. 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 35% in 2021 and the Focus List Stocks: Short outperformed the S&P 500 stock by 36% in 2021.
Get the latest Focus List Stocks: Long Model Portfolio here and Focus List Stocks: Short Model Portfolio here.
Pro members get updates to the Focus Lists in real time, and all 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 2/3/22
| Company | Ticker | Publish or Close Date | Outperformance as a Long Vs. S&P 500 |
| Simon Property Group | SPG | 11/16/21 | 143%* |
| Williams-Sonoma | WSM | 9/14/16 | 120% |
| HCA Healthcare | HCA | 6/22/20 | 101% |
| MasTec Inc. | MTZ | 6/10/20 | 62% |
| D.R. Horton | DHI | 4/27/20 | 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 2/3/22
| Company | Ticker | Publish Date | Outperformance as a Short Vs. S&P 500 |
| Eventbrite | EB | 9/24/18 | 114% |
| Peloton Interactive | PTON | 9/21/20 | 111% |
| Beyond Meat | BYND | 9/2/20 | 80% |
| Koss Corp | KOSS | 5/3/21 | 64% |
| GameStop | GME | 4/5/21 | 57% |
Sources: New Constructs, LLC
Performance represents price performance and is not adjusted for dividends.
This article originally published on February 4, 2022.
Disclosure: David Trainer owns SPG and DHI. 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 proven in Core Earnings: New Data & Evidence, a paper published by the Journal of Financial Economics.
[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.