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Richard Driehaus Screen 79 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 -1.3% -0.9% 1.8% -5.3% - 2.5% 3.5% 0.6%
1 month -2.0% 0.6% 6.5% 1.5% - 5.7% 11.7% 1.6%
3 months 9.5% 3.6% 10.0% -8.9% - 4.9% 16.4% 2.0%
6 months 2.8% 6.7% 4.6% -20.0% -6.1% -13.0% 9.2% 11.1%
1 year -20.4% -7.1% -15.9% -21.7% -2.7% -30.8% -14.4% -2.5%
2 years 1.0% -2.6% -17.0% -10.5% 6.5% -15.3% 10.4% -0.3%
Annualised 10.5% 14.3% 0.2% 19.1% 11.3% 5.0% 4.8%
 
Risks
Max Drawdown -31.6% -18.6% -31.9% -32.7% -11.6% -39.9% -34.4%
Avg Holdings 7.1 20 8.8 7.4 0.9 22.3 1.9
Diversification Low Good Moderate Low Low Good Low