Top Mutual Fund Investment Companies

Top Mutual Fund Investment Companies - When it comes to picking the best mutual funds of 2021, let's start with 2020's winners, including the $3.04 billion Fidelity Trend Fund (FTRNX) led by Shilpa Marda Mehra.

Mehra's Trend is one of Fidelity's top diversified equity funds of 2020. Whether it's an individual stock, ETF or mutual fund. It will benefit Mehra to know what to expect on Wall Street in 2021.

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The heart of his view: Many stocks that broke in 2020 should see a big rebound in 2021.

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He detailed his reasons - what types of stocks bounced and why - in an in-depth interview with Investor's Business Daily.

Those names include some of Wall Street's biggest winners of 2020: chip maker Nvidia ( NVDA ), cloud-based workflow management software specialist ServiceNow ( NOW ), online creative tools titan Adobe ( ADBE ) and software maker Adobe. Batteries and electric cars Tesla (TSLA) and apparel maker Nike (NKE).

The Trend Fund's 2020 record has been very strong. As of Dec. 30, the Trend was up 46.40% for the year, compared with 17.46% for the S&P 500 and 35.07% for its high-growth competitor, tracked by Morningstar Direct. Page 84. % of friend group

Trend is a 2020 IBD Best Mutual Funds award winner, outperforming the S&P 500 in calendar 2019 for the three, five and 10 years ending December 31.

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Mehra has been running Trend since August 2018 before taking over. He is an analyst who rates stocks and covers different segments. that of the financial sector follows the Generics industry at the beginning of its career.

Shilpa Marda Mehra: I look for a company with a strong moat and a competitive profile. When I think about investment themes and trends I'm thinking about sustainability for the next 5-10 years.

Many stocks are at a premium. Therefore, thinking about long-term sustainability reduces the risk of many stocks to some extent.

Mehra: Yes, I have a small basket of stocks with big emerging market opportunities in front of me. These companies are being restructured. And the market still doesn't fully understand what that means.

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Mehra: Yes, and the topic is also very important. I spent a lot of time understanding why competitors couldn't disrupt the industry and overtake the existing leaders. Long-term competition is what can make or break a business.

IBD: I know you invest bottom-up rather than top-down macro trends. but with a deep understanding of the market We would like to know what your market forecast is for 2021.

Mehra: My focus is on owning a sustainable breeder with a competitive large moat. But there are growing opportunities at the intersection of sustainable growth and attractive valuations. It is an industry affected by the outbreak of the coronavirus.

Now we see vaccines. It looks like we may go back to normal if not in 2021 or maybe 2022. This can release a lot of consumer demand. that saves a lot of money.

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They don't go to restaurants, trips, outings. So some sectors that seem interesting are in the travel sector. travel service The entire travel ecosystem Entertainment facilities, restaurants, live entertainment sounds interesting. There are many permanent companies that have suffered great damage. I am looking for companies that meet my criteria.

Mehra: My philosophy is sustainable growth. But you have to take advantage of it. Find companies and undervalued assets We've been through a lot this year. But I am optimistic that the affected areas can be restored.

IBD: Talk about your tough producers. Am I right in thinking that Nvidia's chipmaker moat is driven primarily by GPUs? GPUs are better than conventional central processing units (CPUs) at fast computation. These are essential for things like video games, computer graphics. Autonomous driving, cryptocurrency mining machine learning and artificial intelligence (AI)?

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Mehra: Nvidia has a leadership position in many areas. But competitors have seen how successful Nvidia is and are trying to catch up.

IBD: Nvidia also has a popular software development platform. This gives developers access to libraries of executable code to develop new applications, right?

IBD: ServiceNow starts helping customers' IT departments. They have since expanded to support other departments such as human resources and facilities management. That's what makes them players. Is software-as-a-service (SaaS) outstanding?

Mehra: Yes, of course, over the years SaaS has become essential for business. The pandemic-induced trend toward working from home underscores the importance of being digitally strong.

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Each time they expand to a new corporate department. They are showing potential for TAM (total addressable market).

And when a company chooses a SaaS provider for its digital transformation, it's a sticky issue. That provider is embedded in their system.

However, they try to imitate their competitors. but not in the same way. So the competition is something we will have to see.

Adobe has advantages in digital media and digital marketing. This is another sticky area. After practicing with a certain system, it is difficult to switch to another system. That's part of Adobe's competitive edge.

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IBD: Tesla's earnings per share growth has grown exponentially. Four quarters ago it was only 5%. The last three are 140%, 300% and 105%. Why the big bounce?

Mehra: Eventually, they reach a crossroads. In the beginning, a lot of tech startups don't make money. Then, when they get to a certain level. That's what happened to Tesla.

There is a high demand for cars. Not only has revenue growth, they've reached a tipping point. but also income growth.

They still have low penetration, it allows them to grow. But you have to be careful with new competitors.

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Mehra: Yes, consumers don't know what's going to happen. Because of this, buying a new pair of athletic shoes is a low priority for most people.

But Nike has benefited from a huge long-term trend. People dressed more casually, focused more on being outdoors. Fitness people. The entire "athleisure" apparel industry is doing well.

Nike, in particular, has a lot of innovation. That's what consumers want. They want cool and unique workout clothes.

And Nike's digital experience is what they invest in. Now they have leadership positions. Consumers love shopping with Nike. They make shopping easy. compare prices Find the right size

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IBD: Is Chipotle Mexican Grill ( CMG ) fixing the problem that has led to millions of dollars in fines for people sickened by foodborne illnesses?

Chipotle is a good business that pays and is a very good value. Consumers love fresh and cheap food. Chipotle has combined that with great digital experiences. They have been doing creative things digitally.

I often request from them. You can have a pretty smooth experience. Place your order in the app. receive You do not need to contact anyone. The importance of this has been highlighted in recent months.

IBD: Give me an example of the second small basket of stocks you own.

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Mehra: Absolutely. Their path is much more uneven than the main basket of hard-working original producers. But they are a company with enormous potential. The question you need to ask is, "Is there a value proposition that consumers really want? Are there competitors?"

One, Monolithic Power Systems (MPWR), is a small semiconductor company. They have a relatively small share of the analog semiconductor market, around 2%.

The interesting thing about analog chips is that they have long product cycles of almost 10 years, so innovation in analog chips is limited.

But Monolith has brought innovation to that market. They do this by combining digital and analog capabilities. Therefore, their chips are small, but very powerful.

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Chips like this are used for many things that we've seen growing, such as cloud data centers, AI, robotics, battery management.

And the founder runs the company. I've always liked companies with founders. It has a strong culture behind it. desire to succeed

Mehra: First, my ability to analyze large amounts of information and figure out what's important. You need to avoid getting lost in details, current news and random information.

Second, I have a long-term mindset and believe that longevity is one of my main strengths as an investor.

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Third, good judgment is another strength. My work is based on the balance of pros and cons. and assessing risk-return through a balanced and neutral method.

Follow Paul Katzeff on Twitter at @IBD_PKatzeff. for advice on retirement planning and active mutual fund managers that consistently outperform the market.

Investment resources Try it today Get access to exclusive stock lists. Expert Market Analysis And Powerful Tools Instantly With 2 Months Of IBD Digital For Only $20! IBD Videos Get market updates educational video webinar and stock analysis. Get Started Learn how you can make more money with IBD's investment tools. List of top performing stocks. and educational content These large mutual funds gained 118-126% during the two years of the COVID-19 pandemic. The Mega Fund manages Rs.226 lakh Investor assets were 16.5% of the total.

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