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Richard Driehaus Screen 69 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 -0.2% -0.7% 1.2% 0.7% - -1.8% 0.2% 0.9%
1 month -6.3% -3.3% -0.5% 2.7% - -4.4% 19.1% -5.1%
3 months -12.3% -3.4% 9.6% -28.3% - 3.3% 43.5% -2.8%
6 months -3.7% 0.3% 15.4% -23.6% - -7.3% 56.3% -0.7%
1 year -22.9% -8.9% -17.4% -43.4% -7.1% -22.7% 12.1% -5.9%
2 years -16.0% -12.9% -14.7% -32.8% 3.0% -19.3% 30.6% -3.4%
Annualised 8.9% 13.2% 1.2% 8.0% 10.7% 3.9% 12.4%
 
Risks
Max Drawdown -31.6% -18.6% -31.9% -51.4% -11.6% -39.9% -34.4%
Avg Holdings 7.1 20.1 8.8 7.3 0.8 22.4 1.9
Diversification Low Good Moderate Low Low Good Low