Analyzing the Returns of SumZero's 'View from the Buyside'

A year ago, Barron's and SumZero partnered to launch a new column titled 'View from the Buyside'. Barron's has since published 35 actionable ideas sourced from SumZero's Buyside community, the majority of which have outperformed the market. SumZero continues to feature member research in Barron's on a weekly basis.

The best performing View from the Buyside ideas include Rangeley Capital's recent Sohn Idea Contest winner on LQ:US and Artem Fokin's SumZero Top Stocks of 2018 winner TRIP:US.

The 35 ideas had an average total return (from publication) of 8.56%, and outperformed the S&P 500 on average by .46%. We analyzed the ideas' returns vs. benchmark, IRR, Total Return, and Annualized Returns. The below table contains links to the original 'View from the Buyside' articles in Barron's, the original 35 ideas as they appeared on SumZero, and the authors' SumZero profiles.

If you don't have a SumZero Buyside account and are interested in viewing the full reports or member profiles, follow the blue link at the bottom of the page.

** These returns were compiled from the respective dates of articles' publication in Barron's to May 31st, 2018 (The one year anniversary of the partnership)