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Walter Schloss 'New Lows' Screen 15 Qualifying in UK

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 »

Picture of Walter Schloss

About 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 is based on a UK dataset. It uses the following criteria:

  • P/B < 1
  • % vs. 52w Low < 10
  • Net Debt < 0
  • Price Streak > 7
  • Industry Group not in Collective Investments,
  • Mkt Cap £m > 10

Results are sorted by:

  • P/B in ascending order


And limited to the first 200 Results


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Walter Schloss 'New Lows' Screen Graphical History in

Returns

Timeframe Screen Returns FTSE 100 Outperformance
1 week 3.02% -0.16% 3.2%
1 month -1.96% 1.49% -3.5%
3 months -6.81% -2.79% -4.0%
6 months -8.88% 0.82% -9.7%
1 year -12.56% 5.09% -17.7%
2 years -18.15% 16.92% -35.1%
Since inception -13.70% 23.4% -37.1%
Annualised -6.10%

Risk

Maximum Drawdown-28.03%
Average No. of Holdings15
Diversification LevelGood

 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.


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15 Qualifying in

Ticker Name P/B % vs. 52w Low Net Debt Price Streak Industry Grp Mkt Cap £m
Subscriber Subscriber Oil & Gas  
Subscriber Subscriber Coal  
Subscriber Subscriber Media & Publishing  
Subscriber Subscriber Metals & Mining  
Subscriber Subscriber Food & Tobacco  
Subscriber Subscriber Oil & Gas  
Subscriber Subscriber Food & Tobacco  
Subscriber Subscriber Investment Banking & Investment Services  
Subscriber Subscriber Oil & Gas  
Subscriber Subscriber Media & Publishing  
Subscriber Subscriber Media & Publishing  
Subscriber Subscriber Metals & Mining  
Subscriber Subscriber Hotels & Entertainment Services  
Subscriber Subscriber Oil & Gas  
Subscriber Subscriber Oil & Gas  

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.