A value investing screen based on Walter Schloss's dedicated focus on stocks that are hitting new lows and those trading at a price lower than their Book Value per Share. Schloss summarized his own approach as being: “We want to buy cheap stocks based on a small premium over book value, usually a depressed market price, a record that goes back at least 20 years…and one that doesn’t have much debt. You can read more here. To learn more about this strategy please click here »
Deep value investor. One of Buffett's 'Superinvestors of Graham-and-Doddsville'.
The Superinvestors of Graham-and-Doddsville
by Warren Buffett
Although his memoirs - "The Memoirs of Walter J. Schloss: A Personal and Family History" – are now out of print, there are various lectures and interviews by Schloss available online. Over an astounding 45 years from 1956 to 2000, Walter's fund earned a CAGR of 15.7%, compared to the market’s return of 11.2% annually over the same period, hence Buffett's reference to Schloss as a "super investor".
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 | -4.06% | -0.41% | -3.7% |
| 1 month | -4.59% | -4.69% | 0.1% |
| 3 months | -12.03% | -1.74% | -10.3% |
| 6 months | -10.65% | 7.81% | -18.5% |
| 1 year | 3.33% | 16.34% | -13.0% |
| Since inception | -5.97% | 18.8% | -24.8% |
| Annualised | -3.99% |
| Maximum Drawdown | -24.25% |
| Average No. of Holdings | 16.9 |
| Diversification Level | Good |
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.
Can't see the share you expect? View this screen as a checklist to find out why.
