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  • These Are the Top Stocks for 2018

    Published: January 24, 2018

    The SumZero Top Stocks for 2018 PDF has arrived. This PDF contains 15 actionable research ideas from the SumZero community of over 15,000 buyside fund professionals. Selections were determined by a panel of over 40 senior fund professionals and asset allocators.

    The Top Stocks report is design...

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  • SumZero Takes on Seth Klarman (Baupost Group)

    Published: January 09, 2014

    Baupost's strategy is denoted by extreme concentration in the firm's long-only, public equity fund (which tends to constitute between 5-15% of the total value of the firm--the balance is in real estate, bonds, cash, hedges, etc.). By September of 2013, the firm’s top three equity holdings made up...

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