Group 1 - American Homes 4 Rent (NYSE: AMH) has shown strong performance over the past year, achieving over 9% total return including dividends [1] - The company has benefited from favorable macroeconomic fundamentals and reported solid results in Q1 [1] Group 2 - The article emphasizes the importance of macro views and stock-specific turnaround stories for generating outsized returns with a favorable risk/reward profile [1]