This screen is based on the momentum-focused approach of Richard Driehaus, a mutual fund guru who was named to Barron’s “All-Century” team of the 25 most influential and powerful mutual fund managers in 2000. It focuses on companies with momentum in earnings and prices, particularly small- to mid-cap companies with strong, sustained earnings growth that have had “significant” earnings surprises. At the core of his strategy are earnings surprises. Companies with positive earnings surprises are buys and negatives are sells. It also values surprises in which the range or standard deviation of estimates is tighter, which has a more significant impact on subsequent returns. This strategy looks for companies with positive price momentum over the last four weeks and also considers how stocks do on a relative basis versus the S&P 500. Driehaus prefer small to mid cap stocks. The investor may also wish to monitor liquidity in terms of trading volume. To learn more about this strategy please click here »
Mutual fund guru named to Barron’s All-Century team of the 25 most influential mutual fund managers in 2000.
Investment Gurus: A Road Map to Wealth from the World's Best Money Managers
by Peter Tanous
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This screen is based on a UK dataset.
It uses the following criteria:
Results are sorted by:
And limited to the first 200 Results
| Timeframe | Screen Returns | FTSE 100 | Outperformance |
|---|---|---|---|
| 1 week | -1.57% | 2.31% | -3.9% |
| 1 month | 5.75% | 8.81% | -3.1% |
| 3 months | 2.26% | 7.23% | -5.0% |
| 6 months | 13.00% | 18.92% | -5.9% |
| 1 year | 17.52% | 28.95% | -11.4% |
| Since inception | 40.32% | 27.5% | 12.8% |
| Annualised | 26.56% |
| Maximum Drawdown | -12.45% |
| Average No. of Holdings | 3.8 |
| Diversification Level | Low |
Chart based on an equal weighted portfolio of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.
| Ticker | Name | EPS Gwth Streak | EPS Gwth % | % 50d MA | EPS Surprise %, Last Yr | # Brokers | Mkt Cap £m | RS 1m | |
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Can't see the share you expect? View this screen as a checklist to find out why.
