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Richard Driehaus Screen 82 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 1.8% -0.9% -3.1% -1.0% - -3.9% -8.6% -1.3%
1 month -1.1% -3.3% -4.5% 6.5% - 0.7% -9.3% -2.2%
3 months -4.3% -6.9% -5.8% 9.3% - -1.0% 26.1% -4.6%
6 months -6.1% -6.8% 7.0% -25.2% - 6.4% 65.0% -4.1%
1 year -10.9% -9.6% -13.3% -19.7% -6.0% -14.3% 16.8% 1.8%
2 years -16.2% -12.4% -19.9% -35.9% 3.0% -19.1% 51.1% -5.2%
Annualised 9.1% 12.2% 0.2% 11.2% 10.2% 4.7% 12.9%
 
Risks
Max Drawdown -31.6% -18.6% -31.9% -51.4% -11.6% -39.9% -34.4%
Avg Holdings 7.1 20.2 8.7 7.1 0.8 22.6 1.9
Diversification Low Good Moderate Low Low Good Low