Dear Readers, Being an elite stock-picker in a record-breaking market environment is more difficult that it seems. Sure, you're more likely than not to choose winners with such a broad portion of the market soaring. But what strategies and characteristics can ultimately vault someone into the upper-most percentiles? That's what the Investing team at Business Insider has been busy trying to figure out through conversations with 2020's top-ranked fund managers. Cathie Wood from ARK Invest zeroes in on disruptive and technologically advanced platform companies. Garvin Jabusch of Green Alpha Advisors focuses on solving society's biggest problems. And Alex Ely from Macquarie Investment Management arrived at one of his best recent investing ideas while visiting his son at college. For detailed insights, check out our compilation of interviews with Wall Street's 9 best-performing fund managers of 2020. We'll share how they each crushed a chaotic market this year — and reveal their biggest bets for 2021. We also did a Europe-focused edition of our list for the first time ever. Click here to check out similar deep dives on Europe's 5 top-performing fund managers. For more, see below Business Insider's best Investing stories of the week, which include a wide array of additional recommendations, strategies, and tips for navigating uncertainty. Thanks for reading! -- Joe If you aren't yet a subscriber to Insider Investing, you can sign up here. Investors have shifted into cyclical assets lately as COVID-19 vaccines are on the way and the economy gets set to recover. But Morgan Stanley's Mike Wilson is warning that valuations are getting too high, and that a near-term pullback may in the cards. The chief US equity strategist and CIO laid out four strategies to still find returns in cyclicals. Read the full story here: Ron Baron is a billionaire investor and one of the most successful mutual-fund managers of 2020. He told Business Insider he was still enthusiastic about Tesla after it helped him deliver big returns this year and that he expected giant profits from his stake in Elon Musk's SpaceX as well. Baron also discussed how his investing approach had evolved, the biggest opportunities in the market, and a few painful mistakes from his career. Read the full story here: In the first 11 months of 2020, Emmet Peppers, who grew $30,000 in 2010 to more than $70 million today, generated 10,000% in gross returns for his incubator hedge fund. Peppers, who had successfully predicted the COVID-19 market crash and placed early bets on stocks such as Facebook and Tesla, is now officially launching his first fund — the Accelerated Opportunities LP Concentrated Growth Fund. He breaks down his turnaround trade prior to and during the COVID-19 market crash and shares what led to his early bets on Facebook and Tesla. Read the full story here: Stock pick central Seeking experts who are willing to name names? Look no further: |
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