- Bank of America’s Savita Subramanian says there’s a group of stocks that have done surprisingly well this earnings season: Companies that hedge funds are underweighting.
- She writes that those stocks are outperforming when their results are good. And when the earnings are disappointing, they’re still beating the broader market the following day.
- Subramanian says there just aren’t many other ways to beat the market right now.
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Making an investment that pays off is satisfying, but profiting from someone else’s mistakes might be even better.
Savita Subramanian, the head of US equity and US quantitative strategy for read more >>>