2020 is finally here, and investors are hopeful the new year will bring the same prosperity seen in 2019. Both stocks and bonds enjoyed strong rallies, and the main question now is where traders should put their money to continue the ride higher.
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| | | | 2020 is finally here, and investors are hopeful the new year will bring the same prosperity seen in 2019. Both stocks and bonds enjoyed strong rallies, and the main question now is where traders should put their money to continue the ride higher.
We interviewed the 7 top-performing large-cap fund managers of 2019 to get their thoughts, and you can read the full list here.
But there's much more to unpack. Not only are there lessons to be learned from what worked for these investing titans in 2019 — there's also immense wisdom to be gleaned from the themes they're watching and betting on for the future. To that end, check out our full coverage below:
- Ajay Dravid and Rufus Rankin boasted the best large-cap fund return of 2019 without picking a single stock. They gave us a peek into their unique strategy, and explained how they profit even during sell-offs.
- Donald Kilbride, lead manager of Vanguard's Dividend Growth Fund, was one of 2019's most successful stock pickers. Here are the five basic pillars of his investing approach.
- Brian Yacktman, the top-rated founder of YCG Investments, explains why tech darlings like Tesla and Netflix share some scary similarities to WeWork.
- On the subject of unprofitable unicorns, Chip Reed — who manages the No. 3-ranked large-cap mutual fund of 2019 — explains why WeWork and Uber could be signaling a market bubble that threatens Americans' ability to retire.
- In terms of businesses Reed likes, he shared with us the corner of the retail industry where he's making big bets — and offered two stock picks.
- Another interesting wrinkle to Reed's big year is that he achieved it without owning any of Wall Street's favorite tech stocks. Here's how he pulled off that incredible feat.
- Joe Hudepohl of Atlanta Capital, who dominated the market with an ESG fund, explains why focusing on these characteristics helps him identify strong stock picks.
- Ever heard of Copart, the online auctioneer of used and salvaged cars? If not, you should familiarize yourself. It's one of the top 2020 stock picks for two of the top fund managers we interviewed.
- And last but not least: here's a roundup of the 2020 stock-market forecasts for the 14 top strategists on Wall Street.
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