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Richard Driehaus Screen 78 Qualifying

Richard Driehaus Momentum is a momentum investing strategy inspired by an approach used by US investor Richard Driehaus. It combines a focus on price and earnings momentum in small and mid-cap companies with strong, sustained earnings growth. Importantly, Driehaus wanted to find companies that had produced significant earnings surprises over the previous year by beating analyst forecasts. Driehaus said: "I would much rather invest in a stock that's increasing in price and take the risk that it may begin to decline than invest in a stock that's already in a decline and try to guess when it will turn around." Driehaus's fund management firm Driehaus Capital Management was reported to have delivered compound annual returns of 30% during the 12 years after it was started in 1980. Driehaus was named in Barron's "All-Century" team of the 25 most influential and powerful mutual fund managers in 2000.

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This is an independent study based upon the methods of...
Picture of Richard Driehaus

Richard Driehaus

Mutual fund guru named to Barron’s All-Century team of the 25 most influential mutual fund managers in 2000.

Investment Gurus: A Road Map to Wealth from the World's Best Money Managers

by Tanous

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This screen uses the following criteria:

  • EPS Gwth Streak > 2
  • EPS Gwth % > 0
  • EPS Gwth % > Median EPS Gwth %
  • % 50d MA > 0
  • EPS Surprise % Last Yr > 5
  • # Brokers < 6
  • Rank ( Mkt Cap £m ) < 85%
  • RS 1m > 0

Results are sorted by:

  • EPS Surprise % Last Yr in descending order


And limited to the first 200 Results


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Performance Tracking


Returns FTSE 100
1 week -1.1% -1.7% 1.3% -1.2% 0.9% -2.7% -0.4% 0.6%
1 month -0.1% 1.2% 4.4% -3.6% 1.7% -3.8% 5.6% -2.5%
3 months 11.2% 5.0% 2.3% 6.2% 7.0% -4.2% 10.9% 10.5%
6 months 7.0% 1.8% -2.9% -10.1% 7.0% 3.3% 21.5% 1.2%
1 year 24.3% 2.1% -3.2% 7.1% 9.4% 14.1% 28.1% 3.3%
2 years 45.7% 67.4% 46.8% 89.3% 54.1% 58.8% 36.4% 22.7%
Annualised 15.8% 18.7% 5.0% 40.4% 18.7% 23.7% 15.0%
 
Risks
Max Drawdown -31.6% -17.5% -28.3% -24.1% -11.6% -14.0% -25.8%
Avg Holdings 7 19.7 9.4 6.8 1 24.7 2
Diversification Low Good Moderate Low 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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78 Qualifying

Ticker Name Mkt Cap £m EPS Gwth Streak EPS Gwth % % 50d MA EPS Surprise % Last Yr # Brokers RS 1m Flag
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