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A top investor allocated 60% of his fund to this aerospace stock he expects to double in 12 months

Veteran investor Justin Deutsch’s highest-conviction idea for the next 12 months.

Author

Phil Rosen
August 10, 2025

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed top-performing fund manager Justin Deutsch, who manages Weybosset’s Special Situations Fund, which has returned roughly 800% since 2018. His fund only holds two stocks — one of which we featured in a March 2 report (that name is up double-digits since we published it) and the second of which we’re featuring today. 

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