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Richard Driehaus Screen 87 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 1.5% 1.0% -3.0% -0.1% -0.9% 1.2% 3.1% 0.3%
1 month -0.4% -1.5% -2.9% -6.1% -4.2% -4.9% -0.5% -2.9%
3 months -6.0% -3.1% 3.6% 1.7% 2.4% -13.6% -6.3% -3.5%
6 months 3.7% 0.5% 5.8% 7.3% 7.5% -17.9% 1.9% 4.2%
1 year 4.4% -4.1% 3.5% 7.3% 7.5% 2.1% 32.1% 0.9%
2 years 45.1% 30.9% 33.7% 46.5% 21.0% 31.8% 18.4% 7.9%
Annualised 14.4% 17.2% 5.4% 38.3% 17.0% 15.7% 10.5%
 
Risks
Max Drawdown -31.6% -17.5% -28.3% -24.1% -11.6% -20.1% -25.8%
Avg Holdings 6.9 19.9 9.4 6.5 1 24.1 2
Diversification Low Good Moderate Low Low Good Low