This is a 'fast growers' screen which looks for consistently profitable, relatively unknown, low-debt, reasonably priced stocks with high, but not excessive, growth. Mr. Lynch developed his investment philosophy at Fidelity, and gained his considerable fame managing Fidelity's Magellan Fund. His selection approach is strictly a bottom-up "buy what you know" one. He suggested focusing on companies familiar to the investor, applying fundamental analysis which emphasizes a thorough understanding of the company, its prospects, its competitive environment, and whether the stock can be purchased at a reasonable price. It’s frankly impossible to come up with a screen that exactly replicates Lynch’s multi-faceted investing strategy. Nevertheless, the following approach seeks to emulate some of the key elements of his search for “fast growers”. You can read more here. To learn more about this strategy please click here »
Arguably the most successful mutual fund investor ever. Author of 'One Up on Wall Street' and 'Beating the Street'
One Up on Wall Street
by Peter Lynch, John Rothchild
Peter Lynch was arguably the most successful mutual fund investor ever. During the thirteen years that Lynch managed the Fidelity Magellan Fund (1977-1990), he racked up average annualized gains of close to +30%; nearly double the S&P 500’s +17.5% annualized performance over the same time period. At the time of Lynch’s retirement in 1990, the Magellan Fund was the largest mutual fund in the world (subsequently passed by Vanguard’s S&P 500 Index Fund.).
This screen is based on a UK dataset.
It uses the following criteria:
Results are sorted by:
And limited to the first 200 Results
Peter Lynch Growth Screen Graphical History Returns| Timeframe | Screen Returns | FTSE 100 | Outperformance |
|---|---|---|---|
| 1 week | -6.19% | 1.44% | -7.6% |
| 1 month | -4.35% | 6.08% | -10.4% |
| 3 months | -6.62% | 5.68% | -12.3% |
| 6 months | 5.21% | 19.31% | -14.1% |
| 1 year | 25.15% | 23.73% | 1.4% |
| Since inception | 4.94% | 25.3% | -20.4% |
| Annualised | 3.44% |
Risk| Maximum Drawdown | -17.38% |
| Average No. of Holdings | 6.5 |
| 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/E | P/E 5y Avg | EPS Gwth % | PEG (5y Gwth) | Debt To Assets | # Brokers | |
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Can't see the share you expect? View this screen as a checklist to find out why.
