Our ‘Focus List Stocks: Long’ Model Portfolio outperformed the S&P 500 by 2% in 1Q22 and by 35% in 2021. Details on the historical performance of the Focus List Stocks: Long Model Portfolio, and all our Model Portfolios, can be found here.
This Model Portfolio contains the “best of the best” of our Long Ideas, and leverages superior fundamental data[1], which provides a new source of alpha. This Model Portfolio is designed for investors who are focused on long-term capital appreciation.
As of April 27, 2022, we added:
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2 replies to "Focus List Stocks: Long – Update 4/27/22"
I compared the companies included in the Focus List Long vs the one in Most Attractive (large and small cap). There is very little overlap. Why is that? What is the difference in the criteria for those groups of companies?
Kind regards.
Hi Alejandro, I’ll reply to this in email, as well. The short answer is that the Most Attractive Portfolio is more quantitative – it is a ranking of “top stocks” based on the criteria outlined in the Most Attractive portfolio (see page 5). The Focus List is entirely analyst driven. It is the “best of the best” of our analyst team’s Long Ideas. The analysts start with the overall rating but then add additional analysis such as competitive position, macro/industry trends, corporate governance and other things that are not quantifiable enough to add into the rating system. Hope this helps and thank you for this great question!