A hardcore intrinsic value investing screen based on buying with a significant Margin of Safety but not as demanding as Graham's set of Defensive Screen criteria. Despite the name, this is not a growth screen. Graham felt defensive investors should confine their holdings to the shares of large, prominent/important, and conservatively financed companies with long histories of profitable operations. In contrast, entreprising investors could expand their universe outside of these “important” companies. He suggests looking at i) the relatively unpopular large company, ii) “special situations”, and iii) “bargain issues”. To learn more about this strategy please click here »
Known as the Father of Value Investing, wrote the Intelligent Investor
The Intelligent Investor: The Classic Text on Value Investing
by Benjamin Graham
Presents the philosophy of 'value investing', which helps protect investors against the areas of possible substantial error and teaches them to develop long-term strategies with which they will be comfortable down the road. This book enables you to make the right decisions to protect your investments and make them a success.
This screen is based on a UK dataset.
It uses the following criteria:
Results are sorted by:
And limited to the first 200 Results
Benjamin Graham Enterprising Investor Screen Graphical History Returns| Timeframe | Screen Returns | FTSE 100 | Outperformance |
|---|---|---|---|
| 1 week | 1.10% | 1.44% | -0.3% |
| 1 month | 4.09% | 6.08% | -2.0% |
| 3 months | 15.67% | 5.68% | 10.0% |
| 6 months | 27.31% | 19.31% | 8.0% |
| 1 year | 27.83% | 23.73% | 4.1% |
| Since inception | 30.15% | 25.3% | 4.9% |
| Annualised | 20.32% |
Risk| Maximum Drawdown | -11.60% |
| Average No. of Holdings | 7.9 |
| 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 | P/E | Current Ratio | Long Term Debt | Working Capital | EPS Streak | Div History | EPS | EPS 5y ago | P/TB | P/3y Avg Earnings | |
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Can't see the share you expect? View this screen as a checklist to find out why.
