The 40 selected stocks represent the best ideas of the CFRA U.S. equity research team; portfolio is diversified across all 11 economic sectors of the S&P 500.
NEW YORK, (January 3, 2018) – CFRA, one of the world’s largest providers of independent investment research, today announced its “PowerPicks” for 2018: 40 companies believed by the firm’s U.S. equity analysts to be positioned for superior total return during the year.
The goal of the CFRA PowerPicks portfolio is to exceed the total return (capital appreciation plus dividends paid) produced by the S&P 500 throughout 2018. The PowerPicks model portfolio was launched on January 1, 1997 by S&P Global, Inc. and its predecessor entities, prior to being acquired by CFRA.
The year past (2017) was the first full year in which the portfolio fully reflected CFRA’s research, following the company’s acquisition of S&P’s Equity and Fund Research business in 2016. During the period January 1, 2017 through November 30, 2017, the PowerPicks Portfolio returned 22.8% compared to 17.1% for the S&P 500. Since inception, the model portfolio’s annualized return was 10.9% through November 30, 2017, compared to 9.0% for the S&P 500 Equal Weight Index over the same period.
“We are strong believers in the ability of fundamental research to add value to the portfolio management process,” said Scott Kessler, Director of Equity Research at CFRA. “With the PowerPicks portfolio, we are providing our U.S. analyst team’s best equity ideas for the investment community to consider.”
For more information and to review the entire portfolio, investors may log into or request a trial to CFRA MarketScope® Advisor.
CFRA is one of the world’s largest providers of independent investment research. Through a differentiated methodology blending forensic accounting and fundamental equity research, CFRA empowers sophisticated investment professionals, advisors and risk managers with actionable analysis and proven results.
CFRA’s global research team of 75 analysts critically evaluates industries, funds and companies of interest to help over 2,000 clients, including the world’s leading institutional investors, wealth advisors, corporations, academics and governments, to make sound investment and business decisions.
Founded in 1994, CFRA is privately held with offices in or near New York, London, Hong Kong, Kuala Lumpur, Charlottesville, Denver, and Washington, D.C. In October 2016, CFRA acquired and has since fully integrated the Equity and Fund Research business from S&P Global.
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