Experienced buyside professionals - how do you report performance of stock picks on your resume?

Our firm doesn't have a good way of tracking performance of individual stock picks. Do you record performance when the stock is pitched or when it's added to the portfolio? How about on existing coverage performance? What about when you inherit names from other analysts? Not exactly sure what the best method is and if you're working for a strategy that has underperformed since you joined (e.g. growth strategies), do you report your stock picks against overall portfolio performance? Lots to think through but want to make sure i'm not dinged on bad stock picks or negative alpha...

197 WSO Academy Hedge Fund Session Reviews: 4.78/5

Class of '29 Sep 2026 Cohort

5.00/5

Hedge Fund LinkedIn Review

“My meeting with Kevin Lee was super helpful and went well beyond what I originally expected. We met to discuss my LinkedIn profile, but the conversation also covered the hedge fund space and how I’m thinking about my career as a whole. I really appreciated being able to talk about both how I present myself professionally and the broader direction I want to take. As someone interested in hedge funds but also exploring other paths in finance, it was helpful to have a conversation that connected my profile to my actual interests and goals. Kevin gave me a lot to think about, and I left feeling clearer about my next steps. Overall, I really appreciated his time and willingness to go beyond the original purpose of our meeting.”

Class of '26 Sep 2026 Cohort

4.56/5

Hedge Fund Mock Interview

“He was very responsive and prepared for the meeting. He actually read the JD, resume, and looked up linkedin which sometimes other mentors doesn't actually go over those to prepare things beforehand. I appreciate his direct comments I think it saved time and actually helped me to know exactly where to improve. I also appreciated him admitting if he doesn't know about specific HF strategy. Only thing I'd suggest for him is probably sending actionable key takeaways after the meeting because other mentors did and that was very helpful. ”

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+21	3x SWE FAANG Intern -> Fundamental Analyst @ HF	13	1d
+19	AI/job update	5	21h
+18	Want out - next steps	2	11h
+13	Fund 1 8%, fund 2 5%, when will fund implode?	6	10h
+9	CorpDev -> HF?	0	4h
+3	Dragoneer	1	2d

1	redever	99.2
2	BankonBanking	99.0
3	kanon	99.0
4	Secyh62	99.0
5	Betsy Massar	98.9
6	dosk17	98.9
7	GameTheory	98.9
8	CompBanker	98.9
9	DrApeman	98.9
10	Mimbs	98.8

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Experienced buyside professionals - how do you report performance of stock picks on your resume?

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Experienced buyside professionals - how do you report performance of stock picks on your resume?

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