Secrets from 2020's best stock-pickers - 4 shiny new trades - Interview with Tesla billionaire
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Joe Ciolli
Dec 15, 2020, 21:21 IST
Reuters
Dear Readers,
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Being an elite stock-picker in a record-breaking market environment is more difficult that it seems. Sure, you're more likely than not to choose winners with such a broad portion of the market soaring. But what strategies and characteristics can ultimately vault someone into the upper-most percentiles?
That's what the Investing team at Business Insider has been busy trying to figure out through conversations with 2020's top-ranked fund managers.
Cathie Wood from ARK Invest zeroes in on disruptive and technologically advanced platform companies. Garvin Jabusch of Green Alpha Advisors focuses on solving society's biggest problems. And Alex Ely from Macquarie Investment Management arrived at one of his best recent investing ideas while visiting his son at college.
For more, see below Business Insider's best Investing stories of the week, which include a wide array of additional recommendations, strategies, and tips for navigating uncertainty.
Investors have shifted into cyclical assets lately as COVID-19 vaccines are on the way and the economy gets set to recover. But Morgan Stanley's Mike Wilson is warning that valuations are getting too high, and that a near-term pullback may in the cards.
Ron Baron is a billionaire investor and one of the most successful mutual-fund managers of 2020. He told Business Insider he was still enthusiastic about Tesla after it helped him deliver big returns this year and that he expected giant profits from his stake in Elon Musk's SpaceX as well.
In the first 11 months of 2020, Emmet Peppers, who grew $30,000 in 2010 to more than $70 million today, generated 10,000% in gross returns for his incubator hedge fund.
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Peppers, who had successfully predicted the COVID-19 market crash and placed early bets on stocks such as Facebook and Tesla, is now officially launching his first fund - the Accelerated Opportunities LP Concentrated Growth Fund.
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