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Jim Slater ZULU Principle Screen 16 Qualifying in UK

The Zulu Principle is an investment strategy made famous by Jim Slater in the book of the same name. It is a GARP investing style which uses a combination of growth and value, looking for shares where brokers are forecasting high earnings growth, but which are currently valued at a price that is low relative to their forecast earnings. The strategy aims to capture growth companies at a reasonable price by using the PEG Ratio. Slater uses forecast earnings to calculate both PER and the EPS Growth Rate. As Slater puts it: "I have always been attracted to growth shares, particularly those that can be purchased at what I perceive to be a discount to their proper value”.  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 is based on a UK dataset. It 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 0.9% 0.6% 0.5% 1.3%
1 month 0.0% 0.2% -1.6% -2.4%
3 months -3.7% -1.7% 7.7% -4.0%
6 months -4.3% -3.3% - -3.4%
1 year 3.8% 2.4% - 0.8%
2 years 49.5% - - 10.3%
Annualised 23.8% 24.1% 41.0%
 
Risks
Max Drawdown -17.0% -16.0% -10.5%
Avg Holdings 16 24.2 8.6
Diversification Good Good Moderate

 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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16 Qualifying in

Ticker Name Mkt Cap £m P/E Rolling 1y PEG Slater EPS Gwth % Rolling 1y ROCE % RS 1y Sector Beta
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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.