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
Founded in 1994, CFRA is privately held with offices in or near New
York, London, Hong Kong, 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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