One Year Later - Winners of the Top Stocks of 2017 Contest

Published: December 13, 2017 | Be the First to Comment

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In January 2017 SumZero published the winning investment ideas from the Top Stocks for 2017 investing contest. With the New Year approaching, we revisited the performanceWinners and Runners-Up. These 15 highly-rated ideas from SumZero were individually selected to appear in this report through a meritocratic process, and now, almost a year later, are beating the market with plenty of room for further growth.

With nearly 150 ideas submitted, the Challenge surfaced a large number of exceptional submissions. The 15 ideas featured in this report were the consensus favorites across 5 key categories. All contest submissions were independently assessed and voted on by a panel of 25 senior fund professionals and asset allocators.

The performance of the idea submissions has proven exceptionally strong, and both our 5 Winners and 10 Runners-Up collectively beat the market.

The Average Total Returns (in an equal weighted portfolio from 12/16/16-12/04/17) are below:

2017 Top Stocks Winners: 21.1%
2017 Top Stocks Winners+Runners-Up: 19.5%
SPDR S&P 500 ETF (SPY:US): 18.9%

Figure 1: Winners vs. SPY

Figure 2: Winners+Runners-Up vs. SPY

Access to the research submissions of all 15 Winners/Runners-Up is freely available in the SumZero Top Stocks for 2017 PDF via the link below and on the sidebar. The document has been downloaded and viewed over 60,000 times by institutional investors and allocators across the globe.

See below for a breakdown of the individual returns from the Winners and Runners-Up:



Top Stocks Challenge Winners

Special Situations
Liberty Media Braves Grp (BATRK:US)
Wills Manley, CFA (Mitotic Investments)
Return to date: +9.9%
Remaining Expected Return: 95.8%

Shorts
Wingstop Inc Com (WING:US)
Adam Patinkin, CFA (David Capital Partners)
Return to date: -31.9%
Remaining Expected Return: 75.9%

Ex-US
Bollore Sa Ord (BOL:FOP)
Steven Wood, CFA (GreenWood Investors)
Return to date: +38.3%
Remaining Expected Return: +166.3%

Small Caps
Commercehub Inc Cl C (CHUBK:US)
Artem Fokin (Caro-Kann Capital)
Return to date: +41.2%
Remaining Expected Return: 18.4%

Mid/Large Caps
Micro Focus International Plc Ord (MCRO:LN)
Douglas Ott (Andvari Associates)
Return to date: +18.5%
Remaining Expected Return: 74.2%



Top Stocks Challenge Runners-Up (Unordered)

Special Situations
Voya Financial Inc. (VOYA:US)
Eric Gregg (Four Tree Island Advisory LLC)
Return to date: +15.5%
Remaining Expected Return: 68.4%

Adient Plc (ADNT:US)
Azhar Quader (Queens Court Capital)
Return to date: +48.9%
Remaining Expected Return: 25.5%

Shorts
Spark Energy Inc (SPKE:US)
Saidal Mohmand (GrizzlyRock Capital)
Return to date: -42%
Remaining Expected Return: 76%

Westpac Banking Corp (WBC:AU)
Ismail Guennouni (Meridian IMA)
Return to date: -3.4%
Remaining Expected Return: 33.3%

Ex-US
Coca-Cola European Partners (CCE:NA)
Pavel Kaganas (Fmr at Newtyn Mgmt)
Return to date: +11.6%
Remaining Expected Return: 36.7%

Novo Nordisk AS (NOVOB:DC)
Dan Chen (Talguard Investments)
Return to date: +1.5%%
Remaining Expected Return: 14.5%

Small Caps
Siteone Landscape Supply Inc (SITE:US)
Thatcher Martin, CFA (Spree Capital)
Return to date: +43.7%
Remaining Expected Return: POSITION CLOSED

Asia Cement China Holdings Corp (743:HK)
Dan Rasmussen (Verdad Fund Advisors)
Return to date: +40.0%
Remaining Expected Return: 22.1%

Mid/Large Caps
Yoox Net A Porter Group (YNAP:IM)
Shane Sandoval (ShawSpring Partners)
Return to date: +12.3%
Remaining Expected Return: 28.1%

Fannie Mae (FNMA:US)
John Pangere (Windy City Capital)
Return to date: -35.2%
Remaining Expected Return: 525%

Our sincere congratulations, once again, to the Winners and Runners-Up!

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