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Morgan Stanley Beats S&P 500 With Vintage Values Strategy
22 Sep
Summary
- 2026 Vintage Values portfolio gained 32.12% in the past year.
- Alphabet, Apple, and Coca-Cola added to the 2027 selection.
- Strategy favors quality growth over short-term market momentum.
Morgan Stanley's highly regarded "Vintage Values" stock selections for the upcoming year have been updated. The 2026 model portfolio achieved a remarkable 32.12% return between September 9, 2025, and September 11, 2026, significantly surpassing the S&P 500's 18.96% gain.
For the newly selected 2027 portfolio, the firm has included prominent market leaders such as Alphabet, Apple, and Coca-Cola. This strategy focuses on large-cap growth stocks with high quality metrics, prioritizing bottom-up fundamentals over short-term market trends. Analysts emphasized that selections are based on individual company catalysts, not recent stock performance.
The 2027 roster also features Dynatrace, Eli Lilly, Equinix, and Williams Companies. Morgan Stanley equity strategists invited analysts to submit their highest-conviction recommendations for a one-year holding period, narrowing the list to 15 companies based on a comprehensive set of criteria including fundamentals and risk-reward dynamics.
