#7 Ranked Analyst By SumZero

My investment methodology and risk philosophy has earned me the #7 ranking¹ on SumZero² 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 algorithm³, highlight analysts who have the highest risk-adjusted returns relative to the market. I have also ranked in multiple categories: 

• #10 in Industrials⁴
• #21 Micro-Cap⁵
• #44 All-Time³
• #49 Long⁶
• #50 Deep Value⁷
• #61 Financials⁸
• #68 North America⁹
• #74 Mid-Cap¹⁰
• #98 Large-Cap¹¹

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”.