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Jim Slater ZULU Principle Screen 115 Qualifying

Jim Slater Zulu Principle is a growth investing strategy inspired by UK investor Jim Slater in his book, The Zulu Principle. The strategy combines growth, value, quality and momentum factors. Its most famous ratio is the price-earnings-growth factor (PEG) which compares a company's forecast price-to-earnings ratio with its forecast earnings-per-share growth rate. It also looks for a high return on capital employed and positive relative price strength in small and mid-cap shares. Jim Slater wrote: "Most leading brokers cannot spare the time and money to research smaller stocks. You are therefore more likely to find a bargain in this relatively under-exploited area of the stock market." Jim Slater's son Mark Slater uses Zulu Principle-inspired rules at his MFM Slater Growth Fund, which achieved a total return of 61% over the three years to November 2014. Jim Slater is one of the UK's most popular home-grown investors and his strategy is well followed.

To learn more about this strategy please click here »

This is an independent study based upon the methods of...
Picture of Jim Slater

Jim Slater

Famous UK investment guru who specialises in growth investing. Author of the 'Zulu Principle'.

The Zulu Principle: Making Extraordinary Profits from Ordinary Shares

by Jim Slater

According to Company REFS, Irish stockbrokers Merrion back-tested a Zulu Principle portfolio of stocks and concluded that it would have delivered an almost 10 year CAGR of 24.5% (excl. costs), compared to just 4.4% CAGR for the FTSE All Share.

This screen uses the following criteria:

  • PEG Slater < 0.75
  • P/E Rolling 1y < 20
  • EPS Gwth % Rolling 1y > 15
  • RS 1y > 0
  • ROCE % > 12
  • Mkt Cap £m > 20
  • Mkt Cap £m < 1000

Results are sorted by:

  • PEG Slater in ascending order


And limited to the first 200 Results


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Performance Tracking


Returns FTSE 100
1 week -3.6% -1.7% -3.0% 2.1% -0.7% -5.1% -7.0% -1.6%
1 month 1.0% -5.1% 6.8% -18.5% -8.1% -12.5% -16.4% -1.7%
3 months -0.5% 6.6% 15.7% -0.6% -2.0% -3.3% -24.0% -2.4%
6 months 4.0% 19.2% 46.4% 19.1% -2.5% 9.2% -4.9% 8.8%
1 year 2.0% 38.0% 37.8% - - - - 4.7%
2 years 28.3% 80.9% 45.0% - - - - -0.2%
Annualised 19.6% 30.3% 23.2% 45.6% -6.8% 22.3% 13.4%
 
Risks
Max Drawdown -18.4% -16.0% -26.7% -23.3% -18.3% -14.2% -29.2%
Avg Holdings 14.9 22.7 6.4 23.1 1.6 24.6 6.5
Diversification Moderate Good Low Good Low Good Low

 Studies based on equal weighted portfolios of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.



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115 Qualifying

Ticker Name Mkt Cap £m P/E Rolling 1y PEG Slater EPS Gwth % Rolling 1y ROCE % RS 1y Stock Rank™ Spread (bps) Sector Flag
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Subscriber Subscriber Industrials Canada
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Subscriber Subscriber Industrials India
Subscriber Subscriber Basic Materials United Kingdom
Subscriber Subscriber Financials Japan
Subscriber Subscriber Industrials United States
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Financials India
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Subscriber Subscriber Consumer Cyclicals India
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Subscriber Subscriber Consumer Defensives United Kingdom
Subscriber Subscriber Technology Netherlands
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Financials Hong Kong
Subscriber Subscriber Industrials Netherlands
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Subscriber Subscriber Industrials Taiwan
Subscriber Subscriber Consumer Cyclicals United States
Subscriber Subscriber Consumer Defensives Singapore
Subscriber Subscriber Industrials Japan
Subscriber Subscriber Basic Materials Korea, Republic of
Subscriber Subscriber Technology Japan
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Consumer Cyclicals Poland
Subscriber Subscriber Consumer Cyclicals India
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Financials Australia
Subscriber Subscriber Technology Japan
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Industrials Japan
Subscriber Subscriber Consumer Cyclicals Japan
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Industrials India
Subscriber Subscriber Industrials Norway
Subscriber Subscriber Technology Korea, Republic of
Subscriber Subscriber Consumer Cyclicals India
Subscriber Subscriber Consumer Cyclicals Turkey
Subscriber Subscriber Financials United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Basic Materials Korea, Republic of
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Industrials Australia
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Technology Switzerland
Subscriber Subscriber Consumer Cyclicals Taiwan
Subscriber Subscriber Consumer Defensives Japan
Subscriber Subscriber Technology Taiwan
Subscriber Subscriber Technology Taiwan
Subscriber Subscriber Industrials Taiwan
Subscriber Subscriber Industrials India
Subscriber Subscriber Healthcare Korea, Republic of
Subscriber Subscriber Financials United Kingdom
Subscriber Subscriber Industrials Australia
Subscriber Subscriber Technology Korea, Republic of
Subscriber Subscriber Healthcare Korea, Republic of
Subscriber Subscriber Technology Taiwan
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Consumer Cyclicals Hong Kong
Subscriber Subscriber Industrials United Kingdom
Subscriber Subscriber Consumer Defensives Canada
Subscriber Subscriber Consumer Cyclicals India
Subscriber Subscriber Industrials United States
Subscriber Subscriber Healthcare Poland
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Technology France
Subscriber Subscriber Industrials Hong Kong
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Technology Germany
Subscriber Subscriber Technology Germany
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Technology Australia
Subscriber Subscriber Consumer Cyclicals India
Subscriber Subscriber Technology Turkey
Subscriber Subscriber Consumer Cyclicals India
Subscriber Subscriber Consumer Cyclicals India
Subscriber Subscriber Industrials Japan
Subscriber Subscriber Consumer Cyclicals Netherlands
Subscriber Subscriber Industrials Japan
Subscriber Subscriber Technology Taiwan
Subscriber Subscriber Consumer Cyclicals India
Subscriber Subscriber Basic Materials Taiwan
Subscriber Subscriber Healthcare India
Subscriber Subscriber Financials United Kingdom
Subscriber Subscriber Industrials Japan
Subscriber Subscriber Industrials Australia
Subscriber Subscriber Consumer Cyclicals India
Subscriber Subscriber Healthcare Spain
Subscriber Subscriber Industrials Japan
Subscriber Subscriber Consumer Cyclicals India
Subscriber Subscriber Consumer Cyclicals Japan
Subscriber Subscriber Healthcare Japan
Subscriber Subscriber Technology Germany
Subscriber Subscriber Consumer Cyclicals United States
Subscriber Subscriber Consumer Cyclicals Finland
Subscriber Subscriber Basic Materials India
Subscriber Subscriber Industrials Japan
Subscriber Subscriber Basic Materials United States
Subscriber Subscriber Technology Sweden
Subscriber Subscriber Consumer Cyclicals New Zealand
Subscriber Subscriber Industrials Japan
Subscriber Subscriber Technology France

Can't see the share you expect? View this screen as a checklist to find out why.

You should consider the results of any screening process, including this one, as candidates for further research, not as a buy list. Screening helps to narrow a search based on pre-defined criteria. It is not a substitute for independent research reflecting your individual criteria for investing/trading. Please note that the screening criteria used represents Stockopedia's interpretation of the author's investment approach and are not determined or endorsed by the original strategist.



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