- The last 12 months have been an annus horribilis for my Neff-inspired screen.
- Cyclical picks came back to bite.
- The screen still shows solid outperformance since inception nine years ago.
- Growth characteristics of many of the 2021 picks look better than has been the case for a number of years.
Join our community of smart investors
Subscribe today and enjoy unlimited access:
- Comprehensive companies coverage
- Actionable commentary, ideas and portfolios
- Tools and data to help you manage and track investments.
- Help managing your portfolio