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R&D Breakthroughs Screen 200 Qualifying

R&D Breakthroughs is a quality investing strategy inspired by a screen devised by US journalist Jack Hough, in his book, Your Next Great Stock. It is partly based on research by Louis Chan, Josef Lakonishok and Theodore Sougiannis in paper called The Stock Market Valuation of Research and Development Expenditures. The strategy filters a value screen with quality factors related to how much a company is investing in its future development. It uses the price-to-research ratio to find value and compares R&D investment in relation to growth, sales and assets. The strategy seeks to identify research-led businesses that are investing significantly in future development in order to try to identify their potential future growth before the market does. Louis Chan wrote: "The clearest evidence that high R&D plays a distinctive role arises from stocks with high R&D relative to the market value of equity. Their average return over the following three years is 6.12% per year."

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Your Next Great Stock: How to Screen the Market for Tomorrow's Top Performers

by Jack Hough

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This screen uses the following criteria:

  • P/R < 20
  • R&D % Growth > 0
  • R&D to Sales > 5
  • R&D to Assets > 5

Results are sorted by:

  • P/R in ascending order


And limited to the first 200 Results


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Performance Tracking


Returns FTSE 100
1 week 2.4% -1.1% 6.0% - -1.8% -0.5% -2.8% -0.4%
1 month 5.3% -4.5% 22.2% - 2.1% -1.6% -1.2% -0.8%
3 months 6.3% -7.6% 26.3% 1.6% -7.3% -6.6% -3.2% -2.5%
6 months 6.9% 4.8% 25.2% 17.9% -11.1% -3.6% -25.7% -1.6%
1 year 36.2% 53.9% 40.2% 17.9% 11.5% 21.9% 5.9% 6.3%
2 years 35.1% 107.9% 56.6% - - - - 18.9%
Annualised 9.6% 28.8% 21.0% 23.9% 19.5% 28.8% 14.7%
 
Risks
Max Drawdown -35.6% -25.3% -52.5% -13.4% -12.9% -13.1% -30.0%
Avg Holdings 24.8 23.6 24.6 0.7 25 25 25
Diversification Good Good Good Low Good Good Good

 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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200 Qualifying

Ticker Name Mkt Cap £m P/R R&D % Growth R&D to Assets Sector Flag
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Energy United States
Subscriber Subscriber Energy United States
Subscriber Subscriber Technology United States
Subscriber Subscriber Industrials United States
Subscriber Subscriber Energy Australia
Subscriber Subscriber Technology United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Energy Australia
Subscriber Subscriber Basic Materials United States
Subscriber Subscriber Technology Canada
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Consumer Cyclicals Sweden
Subscriber Subscriber Consumer Cyclicals Sweden
Subscriber Subscriber Technology United States
Subscriber Subscriber Technology United States
Subscriber Subscriber Energy Germany
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Technology United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Technology United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Energy Australia
Subscriber Subscriber Healthcare Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Energy Canada
Subscriber Subscriber Energy United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Consumer Cyclicals Hong Kong
Subscriber Subscriber Healthcare United Kingdom
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Utilities Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Technology United States
Subscriber Subscriber Technology United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Industrials United Kingdom
Subscriber Subscriber Healthcare Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Technology United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Energy Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Technology United States
Subscriber Subscriber Healthcare France
Subscriber Subscriber Technology United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Technology Japan
Subscriber Subscriber Technology United States
Subscriber Subscriber Energy United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Technology United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Basic Materials United States
Subscriber Subscriber Telecoms Canada
Subscriber Subscriber Basic Materials Canada
Subscriber Subscriber Technology Korea, Republic of
Subscriber Subscriber Technology United Kingdom
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Technology Canada
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Technology United States
Subscriber Subscriber Technology Greece
Subscriber Subscriber Technology Sweden
Subscriber Subscriber Technology Sweden
Subscriber Subscriber Technology Canada
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare Canada
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Technology United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Technology United States
Subscriber Subscriber Technology Canada
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Industrials United States
Subscriber Subscriber Technology Canada
Subscriber Subscriber Technology United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Industrials Austria
Subscriber Subscriber Technology Canada
Subscriber Subscriber Utilities United States
Subscriber Subscriber Healthcare France
Subscriber Subscriber Technology Canada
Subscriber Subscriber Technology United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Industrials United States
Subscriber Subscriber Basic Materials Canada
Subscriber Subscriber Basic Materials Canada
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Technology Greece
Subscriber Subscriber Basic Materials Australia
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Healthcare United States
Subscriber Subscriber