Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2022. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view.
Figure: Granny Shots are the “best of the best”
Stocks which appear in multiple themes. Source: Fundstrat
Figure: Granny Shots Portfolio Performance
Monthly. Source: Fundstrat. FactSet as of 8/4/22
Figure: Intersection of investment recommendations by strategy
As of 8/5/22, Source: Fundstrat, FactSet
The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 7,640 bps since its inception (S&P 500 is up 59.9% during the same period).