This week's research

Five portfolios.
Compared side-by-side.

Each analyst proposes their highest-conviction long-term book. The consensus view shows where the desk agrees — and where it doesn't.

As ofloading…
Value Investor
Conservative
Horizon
5+ years
Cash
Disruptive Growth
Aggressive
Horizon
3–5 years
Cash
Macro Hedger
Balanced
Horizon
Continuous
Cash
GARP
Balanced
Horizon
2–4 years
Cash
Contrarian Bear
Aggressive
Horizon
Weeks
Cash