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Investing Specialists

Top Picks From Four of Our Best-Performing Managers

These top managers have a good sense of what's working in the equity market.

By Jim Ryan | Senior Stock Analyst

With the second quarter of 2010 behind us, we thought it would be interesting to take a deeper look at the most recent holdings, purchases and sales of the Ultimate Stock-Pickers that have managed to outperform the market year-to-date, as well as over the course of the last year. We believe that the actions of these managers, which have also handily beaten the S&P 500 Index (SPX) on an annualized basis over both the last five- and ten-year time periods, could provide investors with a much better sense of what is working best in today's equity markets.

After rallying more than 60% off the bottom that was reached in the early part of March 2009, the S&P 500 hit a rather large speed bump in the second quarter of this year. Despite evidence that the U.S. economy was on the mend, investors became concerned that a sustained recovery could take far longer to come to fruition. Some of this was due to a few trouble spots that continue to linger domestically, and part of it was due to the emergence of a major debt crisis in the Europe.