Our uniquely rigorous research continues to pay off for clients in 2022.

Our Focus List Stocks: Long Model Portfolio, the best of our Long Ideas, outperformed the S&P 500[1] by 11% in 2022. The Model Portfolio returned -6% compared to -17% for the S&P 500. For real-time tracking of this Model Portfolio, see the index Thematic created for it.

Figure 1: Focus List Stocks: Long Performance in 2022

Sources: New Constructs, LLC

Figure 2 shows a detailed breakdown of the Model Portfolio’s performance, which encompasses all stocks included in the Model Portfolio at any point in 2022.

Figure 2: 2022 Performance of the Focus List Stocks: Long Model Portfolio

Sources: New Constructs, LLC
*Performance includes stocks currently in the Model Portfolio as well as those removed during 2022 (one stock).

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Underscoring just how important reliable fundamental research is in turbulent markets, this Model Portfolio has beaten the S&P 500 by an even wider margin, 39%, since the start of 2021.

Figure 3: Focus List Stocks: Long Performance Since Beginning of 2021

Sources: New Constructs, LLC

New Professional and Institutional members get real-time updates and can track all Model Portfolios on our site. The Focus List Stocks: Long Model Portfolio leverages superior fundamental data, which provides a new source of alpha.

We’re here to help you navigate these turbulent times. Our uniquely rigorous fundamental research consistently earns SumZero’s #1 All-Time ranking, along with #1 rankings in several other categories.

This article was originally published on January 12, 2023.

Disclosure: David Trainer, Kyle Guske II, Matt Shuler, and Italo Mendonça receive no compensation to write about any specific stock, sector, style, or theme.

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[1] 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 an apples-to-apples comparison of how each stock performed vs. the S&P 500.

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