Our Top 5 Long Ideas outperformed the S&P 500 by 22% on average in 2021. Proven-superior fundamental data and research drives the success of our research and provides investors with a new source of alpha.
Figure 1: Best Performing Long Ideas so Far in 2021: Through 12/13/21
| Ticker | Company | Publish Date | Performance | S&P 500 Performance | Vs. S&P 500 |
| KFY | Korn Ferry | 1/6/21 | 66% | 25% | 42% |
| AZO | AutoZone Inc. | 5/26/21 | 41% | 11% | 30% |
| SFM | Sprouts Farmers Market | 11/10/21 | 14% | 0% | 14% |
| TGT | Target Corporation | 3/3/21 | 35% | 22% | 13% |
| NVR | NVR Inc. | 11/10/21 | 13% | 0% | 13% |
| Average | 34% | 12% | 22% |
Sources: New Constructs, LLC and company filings.
Our stock picks regularly earn a #1 ranking across multiple categories. Most recently in December, SumZero ranked us #1 in Last Twelve Months, Long, Value, Large-Cap, Small-Cap, and Consumer Discretionary.
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This article originally published on December 16, 2021.
Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.
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