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Top Equity Selection for 2021
What do I get
2020 was unpleasant for most of us, yet the acceleration witnessed after April was generally positive for investors. The selected companies have a twin advantage of a revenue windfall and further momentum going forward.
| Region | Type | # of Reco | Average Upside |
| Americas | Growth | 72 | 22.88% |
| Americas | Value | 5 | 15.97% |
| Asia | Cyclical Recovery | 1 | 29.75% |
| Asia | Growth | 6 | 30.10% |
| Asia | Value | 1 | 50.77% |
| Europe | Cyclical Recovery | 1 | 16.90% |
| Europe | Growth | 13 | 33.82% |
| Europe | Value | 19 | 36.08% |
| ME | Cyclical Recovery | 3 | 25.68% |
| Special Situation | Credit | 1 | 36.50% |
| Special Situation | Growth | 1 | 30.00% |
| Special Situation | Income | 1 | 15.00% |
| Special Situation | Market Neutral | 1 | 60.00% |
| Grand total | 125 | 31.03% |
149,00 (CHF)