Hedge Funds’ Top 20 Stock Picks

May 23, 2012 Debbie Jacobs Tops

Last year, Goldman Sachs released a list of hedge funds’ top stock picks, explaining a strategy of investment that focuses on them.

They wrote:  “The strategy of buying the 20 most concentrated stocks has a strong track record over more than 10 years. We define ‘concentration’ as the share of market capitalization owned in aggregate by hedge funds. Since 2001, the strategy has outperformed the market 69% of the time by an average of 271 bps per quarter.”

During last year’s fourth quarter, these top stocks included:

  • Dollar Thrifty
  • Charter Communications
  • Lyondell Basell
  • Visteon
  • Sunoco
  • Crown Castle
  • Williams Cos
  • Expedia
  • Lear Corp
  • CIT Group
  • Valeant Pharma
  • Liberty Interactive
  • Ensco Plc
  • News Corp
  • Yahoo!
  • Macy’s
  • Anadarko Petroleum
  • Wellpoint
  • Baidu
  • Visa Inc.

Goldman Sachs, Hedge Funds' Top Stocks, Investment, Stock Market, Top Hedge Fund Stocks,

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