Our Most Attractive and Most Dangerous Strategies Outperform the Indexes
Every month, we release our 40 Most Attractive and our 40 Most Dangerous stocks with 20 large cap and 20 small cap stocks for each. These lists offer our clients multiple strategies to outperform in good and bad markets.
Through 3Q16, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes and helped protect from blowups. As of September 30, 2016:
- Our large cap long/short strategy beat the Risk-Free Rate by 1% YTD.
- Our large cap short strategy beat the short S&P 500 by 1%.
These strategies (and others) have beaten their benchmarks by much more since their inception in January 2005. Since inception, our large and small cap long strategy has returned 9% annualized vs. just 6% for the S&P 500 and Russell 2000.