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Walter Schloss 'New Lows' Screen 200 Qualifying

Walter Schloss New Lows is a value investing strategy based on an approach used by Walter Schloss, who was a disciple of value investing legend Benjamin Graham. The strategy uses value and price factors as its main rules. It searches for companies that are trading below book value, using the price-to-book ratio, and at prices that are close to new lows. Schloss said: "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." Between 1956 and 2000, Schloss's fund produced a compound annual growth rate of 15.7%. In a 1994 shareholder letter, Warren Buffett wrote: "Walter continues to outperform managers who work in temples filled with paintings, staff and computers. And he accomplishes this feat by rummaging among the cigar butts on the floor of capitalism."

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This is an independent study based upon the methods of...
Picture of Walter Schloss

Walter Schloss

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 uses the following criteria:

  • P/B < 1.2
  • Net Debt < 0
  • Price Streak > 7
  • Industry Group not in Collective Investments,
  • Mkt Cap £m > 10
  • Rank ( % Price Chg 3y ) < 25%

Results are sorted by:

  • P/B in ascending order


And limited to the first 200 Results


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Performance Tracking


Returns FTSE 100
1 week 2.8% 0.5% 2.4% -4.2% 0.7% 3.2% -7.3% -0.2%
1 month -0.9% -3.5% -4.2% -6.9% -2.2% -7.9% -3.9% -2.8%
3 months 10.3% 17.8% 16.5% - - - - 2.9%
6 months 9.7% -7.4% 33.5% - - - - -2.7%
1 year -31.9% -43.6% 3.7% - - - - -12.7%
2 years -41.5% -48.9% - - - - - -10.0%
Annualised -13.1% -17.6% 4.8% 2.7% 343.3% 3,022.4% 386.7%
 
Risks
Max Drawdown -64.4% -60.8% -33.4% -7.3% -12.0% -11.3% -10.0%
Avg Holdings 18.1 24.6 25.1 14 8 25 12
Diversification Good Good Good Moderate Low 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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200 Qualifying

Ticker Name Mkt Cap £m P/B % vs. 52w Low Net Debt Price Streak Industry Grp Flag
Subscriber Subscriber Food & Tobacco Hong Kong
Subscriber Subscriber Textiles & Apparel Singapore
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Electric Utilities & IPPs Bosnia Herzegovina
Subscriber Subscriber Metals & Mining Hong Kong
Subscriber Subscriber Chemicals United States
Subscriber Subscriber Software & IT Services Hong Kong
Subscriber Subscriber Metals & Mining Canada
Subscriber Subscriber Hotels & Entertainment Services Hong Kong
Subscriber Subscriber Renewable Energy Hong Kong
Subscriber Subscriber Textiles & Apparel Hong Kong
Subscriber Subscriber Food & Tobacco United Kingdom
Subscriber Subscriber Professional & Commercial Services Hong Kong
Subscriber Subscriber Machinery, Equipment & Components Hong Kong
Subscriber Subscriber Banking Services Italy
Subscriber Subscriber Holding Companies Hong Kong
Subscriber Subscriber Semiconductors & Semiconductor Equipment United States
Subscriber Subscriber Banking Services India
Subscriber Subscriber Metals & Mining France
Subscriber Subscriber Metals & Mining Canada
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Banking Services Japan
Subscriber Subscriber Oil & Gas Canada
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Beverages Singapore
Subscriber Subscriber Oil & Gas United Kingdom
Subscriber Subscriber Investment Banking & Investment Services United Kingdom
Subscriber Subscriber Real Estate Operations Singapore
Subscriber Subscriber Specialty Retailers Hong Kong
Subscriber Subscriber Telecommunications Services United States
Subscriber Subscriber Specialty Retailers United States
Subscriber Subscriber Leisure Products Hong Kong
Subscriber Subscriber Machinery, Equipment & Components Hong Kong
Subscriber Subscriber Specialty Retailers Hong Kong
Subscriber Subscriber Oil & Gas Related Equipment and Services United States
Subscriber Subscriber Freight & Logistics Services Italy
Subscriber Subscriber Banking Services India
Subscriber Subscriber Oil & Gas United Kingdom
Subscriber Subscriber Real Estate Operations Hong Kong
Subscriber Subscriber Investment Banking & Investment Services Japan
Subscriber Subscriber Specialty Retailers United States
Subscriber Subscriber Oil & Gas Canada
Subscriber Subscriber Oil & Gas Australia
Subscriber Subscriber Construction Materials Singapore
Subscriber Subscriber Oil & Gas United Kingdom
Subscriber Subscriber Diversified Retail Hong Kong
Subscriber Subscriber Communications & Networking Japan
Subscriber Subscriber Communications & Networking Australia
Subscriber Subscriber Industrial Conglomerates Hong Kong
Subscriber Subscriber Professional & Commercial Services Japan
Subscriber Subscriber Textiles & Apparel Japan
Subscriber Subscriber Homebuilding & Construction Supplies Japan
Subscriber Subscriber Computers, Phones & Household Electronics Taiwan
Subscriber Subscriber Semiconductors & Semiconductor Equipment United States
Subscriber Subscriber Metals & Mining Turkey
Subscriber Subscriber Oil & Gas Canada
Subscriber Subscriber Oil & Gas Related Equipment and Services Singapore
Subscriber Subscriber Office Equipment Singapore
Subscriber Subscriber Machinery, Equipment & Components Japan
Subscriber Subscriber Real Estate Operations Japan
Subscriber Subscriber Banking Services Cyprus
Subscriber Subscriber Textiles & Apparel Hong Kong
Subscriber Subscriber Telecommunications Services United Kingdom
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Banking Services Greece
Subscriber Subscriber Professional & Commercial Services Poland
Subscriber Subscriber Metals & Mining United States
Subscriber Subscriber Metals & Mining Hong Kong
Subscriber Subscriber Real Estate Operations Hong Kong
Subscriber Subscriber Metals & Mining Hong Kong
Subscriber Subscriber Banking Services India
Subscriber Subscriber Coal Australia
Subscriber Subscriber Professional & Commercial Services Hong Kong
Subscriber Subscriber Chemicals Taiwan
Subscriber Subscriber Oil & Gas Canada
Subscriber Subscriber Banking Services Hong Kong
Subscriber Subscriber Metals & Mining Singapore
Subscriber Subscriber Real Estate Operations Hong Kong
Subscriber Subscriber Communications & Networking Hong Kong
Subscriber Subscriber Electronic Equipments & Parts Taiwan
Subscriber Subscriber Machinery, Equipment & Components Hong Kong
Subscriber Subscriber Oil & Gas Turkey
Subscriber Subscriber Coal Australia
Subscriber Subscriber Coal United Kingdom
Subscriber Subscriber Computers, Phones & Household Electronics Singapore
Subscriber Subscriber Software & IT Services Poland
Subscriber Subscriber Oil & Gas United Kingdom
Subscriber Subscriber Telecommunications Services Portugal
Subscriber Subscriber Uranium Australia
Subscriber Subscriber Automobiles & Auto Parts Singapore
Subscriber Subscriber Media & Publishing Japan
Subscriber Subscriber Oil & Gas United States
Subscriber Subscriber Oil & Gas Canada
Subscriber Subscriber Specialty Retailers United States
Subscriber Subscriber Real Estate Operations Hong Kong
Subscriber Subscriber Metals & Mining Canada
Subscriber Subscriber Machinery, Equipment & Components Taiwan
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Oil & Gas Related Equipment and Services United States
Subscriber Subscriber Paper & Forest Products United Kingdom
Subscriber Subscriber Metals & Mining Hong Kong
Subscriber Subscriber Real Estate Operations United Kingdom
Subscriber Subscriber Computers, Phones & Household Electronics Singapore
Subscriber Subscriber Software & IT Services Hong Kong
Subscriber Subscriber Chemicals Japan
Subscriber Subscriber Professional & Commercial Services United States
Subscriber Subscriber Metals & Mining United Kingdom
Subscriber Subscriber Machinery, Equipment & Components Australia
Subscriber Subscriber Software & IT Services United States
Subscriber Subscriber Uranium Canada
Subscriber Subscriber Oil & Gas Australia
Subscriber Subscriber Media & Publishing Hong Kong
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Automobiles & Auto Parts Hong Kong
Subscriber Subscriber Oil & Gas Australia
Subscriber Subscriber Textiles & Apparel Hong Kong
Subscriber Subscriber Holding Companies Hong Kong
Subscriber Subscriber Investment Banking & Investment Services Germany
Subscriber Subscriber Uranium Australia
Subscriber Subscriber Specialty Retailers Hong Kong
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Personal & Household Products & Services Japan
Subscriber Subscriber Construction & Engineering Singapore
Subscriber Subscriber Metals & Mining United States
Subscriber Subscriber Textiles & Apparel Taiwan
Subscriber Subscriber Metals & Mining Japan
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Hotels & Entertainment Services Hong Kong
Subscriber Subscriber Automobiles & Auto Parts Japan
Subscriber Subscriber Metals & Mining Hong Kong
Subscriber Subscriber Household Goods Singapore
Subscriber Subscriber Semiconductors & Semiconductor Equipment Singapore
Subscriber Subscriber Semiconductors & Semiconductor Equipment Taiwan
Subscriber Subscriber Textiles & Apparel Hong Kong
Subscriber Subscriber Chemicals Japan
Subscriber Subscriber Banking Services Greece
Subscriber Subscriber Machinery, Equipment & Components Japan
Subscriber Subscriber Banking Services Greece
Subscriber Subscriber Banking Services India
Subscriber Subscriber Coal Japan
Subscriber Subscriber Investment Banking & Investment Services Switzerland
Subscriber Subscriber Metals & Mining United Kingdom
Subscriber Subscriber Machinery, Equipment & Components Japan
Subscriber Subscriber Investment Banking & Investment Services France
Subscriber Subscriber Banking Services India
Subscriber Subscriber Textiles & Apparel Hong Kong
Subscriber Subscriber Construction Materials Hong Kong
Subscriber Subscriber Banking Services United States
Subscriber Subscriber Banking Services India
Subscriber Subscriber Media & Publishing Canada
Subscriber Subscriber Food & Drug Retailing United States
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Diversified Trading & Distributing Singapore
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Hotels & Entertainment Services Hong Kong
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Machinery, Equipment & Components United States
Subscriber Subscriber Oil & Gas Related Equipment and Services United Kingdom
Subscriber Subscriber Communications & Networking United States
Subscriber Subscriber Oil & Gas Australia
Subscriber Subscriber Metals & Mining Hong Kong
Subscriber Subscriber Chemicals Hong Kong
Subscriber Subscriber Metals & Mining Singapore
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Computers, Phones & Household Electronics Taiwan
Subscriber Subscriber Machinery, Equipment & Components Taiwan
Subscriber Subscriber Insurance United Kingdom
Subscriber Subscriber Semiconductors & Semiconductor Equipment Hong Kong
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Personal & Household Products & Services Singapore
Subscriber Subscriber Personal & Household Products & Services Hong Kong
Subscriber Subscriber Specialty Retailers Hong Kong
Subscriber Subscriber Oil & Gas Australia
Subscriber Subscriber Chemicals Japan
Subscriber Subscriber Biotechnology & Medical Research Canada
Subscriber Subscriber Metals & Mining Canada
Subscriber Subscriber Construction & Engineering Taiwan
Subscriber Subscriber Oil & Gas Related Equipment and Services Singapore
Subscriber Subscriber Professional & Commercial Services Germany
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Oil & Gas Canada
Subscriber Subscriber Construction & Engineering Australia
Subscriber Subscriber Computers, Phones & Household Electronics Taiwan
Subscriber Subscriber Professional & Commercial Services Hong Kong
Subscriber Subscriber Investment Banking & Investment Services Japan
Subscriber Subscriber Healthcare Equipment & Supplies United Kingdom
Subscriber Subscriber Computers, Phones & Household Electronics United Kingdom
Subscriber Subscriber Oil & Gas India
Subscriber Subscriber Construction & Engineering Germany
Subscriber Subscriber Computers, Phones & Household Electronics Taiwan
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Metals & Mining Japan
Subscriber Subscriber Investment Banking & Investment Services United Kingdom
Subscriber Subscriber Media & Publishing Hong Kong
Subscriber Subscriber Metals & Mining Australia
Subscriber Subscriber Passenger Transportation Services United Kingdom
Subscriber Subscriber Machinery, Equipment & Components Japan
Subscriber Subscriber Oil & Gas United Kingdom
Subscriber Subscriber Computers, Phones & Household Electronics Taiwan
Subscriber Subscriber Software & IT Services Hong Kong

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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