John Templeton believed that there were no simple formulae to finding good stocks, with over 100 factors that can be considered at times. However, Templeton did have four criteria which he considered particularly important: i) P/E ratio, ii) Operating profit margins, iii) Liquidating value and iv) Consistency of growth rates. Templeton also looked for any potential catalysts (new markets and products, potential M&A, as well as industry changes). To learn more about this strategy please click here »
American-born British stock investor, businessman and philanthropist.
Investing the Templeton Way: The Market-Beating Strategies of Value Investing's Legendary Bargain Hunter
by Lauren C. Templeton, Scott Phillips
Templeton wrote more extensively on spiritual matters but, for those more interested in his investment philosophy, Templeton’s niece has summarized his early life and investment thinking in “Investing the Templeton Way”.
This screen is based on a UK dataset.
It uses the following criteria:
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And limited to the first 200 Results
John Templeton Bargain Screen Graphical History Returns| Timeframe | Screen Returns | FTSE 100 | Outperformance |
|---|---|---|---|
| 1 week | 2.01% | 1.44% | 0.6% |
| 1 month | 2.44% | 6.08% | -3.6% |
| 3 months | -13.28% | 5.68% | -19.0% |
| 6 months | 15.22% | 19.31% | -4.1% |
| 1 year | 51.58% | 23.73% | 27.9% |
| Since inception | 26.63% | 25.3% | 1.3% |
| Annualised | 18.03% |
Risk| Maximum Drawdown | -26.14% |
| Average No. of Holdings | 7 |
| 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 | Mkt Cap £m | P/B | P/E | P/E 5y Avg | EPS Gwth % | EPS 5y CAGR % | Op Mgn % | Debt To Assets | ROA % | Industry Grp | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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