My investment methodology and risk philosophy has earned me the #7 ranking on SumZero for the last twelve months. SumZero is a highly exclusive buy-side only platform that connects capital allocators and money managers. More than 16,000 portfolio managers and analysts from across the world are pre-screened before being allowed to join. The rankings, based on SumZero’s proprietary Rankings algorithm, highlight analysts who have the highest risk-adjusted returns relative to the market. I have also ranked in multiple categories:
- #10 in Industrials
- #21 Micro-Cap
- #44 All-Time
- #49 Long
- #50 Deep Value
- #61 Financials
- #68 North America
- #74 Mid-Cap
- #98 Large-Cap
Since joining in September last year, the 16 stocks and instruments submitted have earned an average total return of 14.87%, beating the S&P 500 by 11.69%, and my Model Portfolio has generated an annualised total return of 42.8% to-date. As a dear friend joked, “crypto returns without crypto risk”.