Our best call in 2020 was shorting the market when the S&P 500 was trading at 3150 after realizing the coronavirus pandemic’s significance before most investors. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. If you want to find out the best healthcare stock to buy right now, you can watch our latest hedge fund manager interview here. We interview hedge fund managers and ask them about their best ideas. So we are checking out trades like this one. For example, 2020's unprecedented market conditions provide us with the highest number of trading opportunities in a decade.
Glen Kacher of Light Street CapitalĪt Insider Monkey we leave no stone unturned when looking for the next great investment idea. We have been tracking and sharing the list of these stocks since February 2017 in our quarterly newsletter. Investors who are long the market and short these stocks would have returned more than 27% annually between 20.
Interestingly the margin of underperformance of these stocks has been increasing in recent years. We were also able to identify in advance a select group of hedge fund holdings that underperformed the market by 10 percentage points annually between 20. Nevertheless, we were still able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by 51 percentage points since March 2017 ( see the details here). Our research has shown that hedge funds' small-cap stock picks managed to beat the market by double digits annually between 19, but the margin of outperformance has been declining in recent years. Hedge funds' reputation as shrewd investors has been tarnished in the last decade as their hedged returns couldn't keep up with the unhedged returns of the market indices. Video: Watch our video about the top 5 most popular hedge fund stocks.
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