Along with providing original and most importantly — accurate — macro investment research, Bespoke is also well known for its advice on individual growth stocks and ETFs. Our philosophy is this: find innovative, best-of-breed companies across a wide array of industries and sectors to construct a diversified growth portfolio. We then let our winners run and we’re quick to sell our losers.
There are two ways for investors to tap into the minds of Bespoke’s investment team in order to gain access to our best growth ideas.
1) Become a Bespoke Wealth Management client and have Bespoke manage your portfolio for you. Bespoke is a registered investment advisor that offers individual account management services. We work closely with each of our clients to construct a portfolio that fits their specific needs. Bespoke manages both taxable and retirement accounts with an account minimum of $250,000. Accounts are housed at either Charles Schwab or Fidelity — both trustworthy broker/dealers — which offers full transparency to clients at all times. If you are interested in becoming a Bespoke wealth management client, please email us or give us a call at 914-315-1248.
2) Become a Bespoke subscriber and gain access to our Model Stock Portfolio and Bespoke 50 list of top growth stocks. The Bespoke Model Stock Portfolio contains our best growth stock ideas, and since inception in 2007, it’s up 86% versus a gain of just over 30% for the S&P 500. Year-to-date in 2015 alone, the Portfolio is up 14.7% versus a decline of 2.3% for the S&P 500. Subscribers to all of our membership levels receive access to our Model Stock Portfolio, and you can start out with a Bespoke Newsletter membership for just $49/month!
Our Bespoke 50 list of top growth stocks is a basket of 50 names pulled from the Russell 3,000. To make the list of 50, a stock must have strong earnings growth prospects along with an attractive price chart based on Bespoke’s proprietary fundamental and technical analysis. Since inception in March 2012, the Bespoke 50 has gained just under 100%, and it has doubled the performance of the S&P 500! To access the Bespoke 50, you’ll need to sign up for either Bespoke Premium ($99/month) or Bespoke Institutional ($195/month). Read about the Bespoke 50 in this piece that CNBC did on Bespoke titled “The Street’s Fave Small Firm is Crushing the Market”.
As always, past performance is not a guarantee of future results.