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Richard Driehaus Screen 106 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 -1.4% -2.4% -3.5% -0.8% - -2.9% -3.0% 1.3%
1 month -1.8% -4.5% -5.2% 3.8% - 0.3% -5.9% -1.2%
3 months -5.1% -6.4% -5.5% 6.6% - -1.1% 29.9% -3.5%
6 months -8.3% -7.5% 7.3% -26.2% - 5.7% 68.6% -2.3%
1 year -11.4% -7.9% -11.0% -21.7% -4.9% -13.7% 21.1% 3.4%
2 years -18.6% -13.8% -20.8% -36.1% 3.0% -19.1% 54.9% -3.8%
Annualised 8.9% 12.2% 0.2% 10.9% 10.2% 4.7% 14.0%
 
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 7.2 0.8 22.5 1.9
Diversification Low Good Moderate Low Low Good Low