Best Idea

Article Templates

Writing about the stock in which you can make your strongest case is a good way to show prospects how your investment process works. This type of article works best managers who use a bottoms up approach.

Here are the questions I typically ask to help you get started.

  • What does the market expect from the company?
  • What is the market missing?
  • How much time are you willing to give this investment to play out?
  • Are there any potential catalysts that you are looking for?
  • If you are right, what is the upside in the stock?
  • If you are wrong, what is the downside?
The stock you select as your best idea must be a holding of the model portfolio that is driving your GIPS composite. The more widely held the stock, the more traffic you can expect for the article.

So please don't write about a small cap stock that no one follows or one that you don't own in your model portfolio.