Duplicate

T Rowe Price Screen 200 Qualifying

Thomas Rowe Price Jr Growth is a growth-at-a-reasonable-price investing strategy based on the approach of US fund manager Thomas Rowe Price, Jr. It combines growth and value rules, with a focus on improving earnings, margins and positive cashflow together with a reasonable price-to-earnings ratio. Rowe Price said: "A forward-looking investor must be able to reasonably assess and evaluate the currents and the tides and be prepared to reckon with winds or storms, which are unpredictable." A screen based on these rules tracked by the American Association of Individual Investors returned 22.6% in the five years to 2015. Rowe Price founded his own investment firm T.Rowe Price Associates in 1937, which today manages in excess of $730bn of assets.

To learn more about this strategy please click here »

This is an independent study based upon the methods of...
Picture of T Rowe Price

T Rowe Price

Growth investor and founder of T. Rowe Price Associates, a firm which has subsequently grown to manage assets of over $300 billion

Money Masters of Our Time

by John Train

Rowe Price died in 1983 and did not summarise his thinking in a book but there is an excellent summary of his thinking in John Train's "Money Masters".

This screen uses the following criteria:

  • P/E < 1 * P/E 5y Avg
  • P/E 5y Avg < 40
  • EPS Gwth % > Median EPS Gwth %
  • EPS 3y CAGR % > Median EPS 3y CAGR %
  • EPS 5y CAGR % > Median EPS 5y CAGR %
  • FCF > 0
  • ROA % > 10
  • Op Mgn % > 1 * Op Mgn % 5y Avg
  • Net Mgn % > 1 * Net Mgn % 5y Avg

Results are sorted by:

  • P/E in ascending order


And limited to the first 200 Results


Can these rules be improved? Submit a suggestion »
Want to make your own version? Create a Duplicate

Performance Tracking


Returns FTSE 100
1 week 4.4% 0.0% 5.2% 8.9% 4.0% 5.8% 0.9% 2.9%
1 month 3.3% 0.2% 7.3% 12.8% 5.9% 9.3% 1.0% 3.0%
3 months 8.3% 14.4% 17.9% 38.9% 27.1% 18.9% 9.6% 4.8%
6 months -10.2% -3.2% -0.9% 0.3% 20.0% 8.7% -13.4% -16.6%
1 year 14.2% 26.5% 6.5% 7.2% 49.5% 12.2% -11.3% -13.1%
2 years 12.8% 31.3% 0.2% -42.5% 54.6% 6.0% 0.3% -18.1%
Annualised 7.4% 10.7% 7.7% -10.4% 34.4% 14.1% 4.4%
 
Risks
Max Drawdown -36.0% -28.6% -37.9% -80.8% -30.9% -31.7% -40.0%
Avg Holdings 17 24.5 25 12 6.3 25 10.9
Diversification Good Good Good Moderate Low Good Moderate