Goldman Sachs made a portfolio of the most loved stocks by both hedge funds and mutual funds, and it is crushing the market and the bank’s own secret portfolios.
Two of Goldman’s baskets created exclusively for its clients — one tracking hedge funds top holdings and one with large-cap mutual funds overweights — are both already beating the market this year, but the real stars are the stocks that overlap the two baskets as they have delivered years of outperformance and have a better earnings outlook than either portfolio, the bank said.
