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Warren Buffett - Hagstrom Screen 50 Qualifying

Warren Buffett - Hagstrom is a quality investing strategy inspired by modelling of Warren Buffett's investment approach in books by investment strategist Robert Hagstrom, including The Warren Buffett Way. It is a strategy that combines Buffett's focus on value and business quality. It uses price-to-free cash flow as a valuation measure and assesses quality using operating profit and return on equity. In his book, Robert Hagstrom explains: "Your goal as an investor should be simply to purchase, at a rational price, a part interest in an easily understood business whose earnings are virtually certain to be materially higher, five, ten, and twenty years from now." Remember, Buffett is famous for looking beyond financial measures when examining the quality of a business franchise.

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This is an independent study based upon the methods of...
Picture of Warren Buffett

Warren Buffett

The world's most famous living investor, chairman and CEO of Berkshire Hathaway

The Essential Buffett: Timeless Principles for the New Economy

by Robert G. Hagstrom

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This screen uses the following criteria:

  • Mkt Cap £m > 500
  • Op Profit > 0
  • Op Profit 1y ago > 0
  • Op Profit 2y ago > 0
  • Op Profit 3y ago > 0
  • Op Profit 4y ago > 0
  • Op Profit 5y ago > 0
  • ROE % > 15
  • ROE % PTTM > 15
  • ROE % 2y Ago > 15
  • Rank ( P/FCF ) > 70%
  • Op Mgn % > Median Op Mgn %
  • Net Mgn % > Median Net Mgn %
  • Is Primary Listing == 1

Results are sorted by:

  • P/FCF in ascending order


And limited to the first 50 Results


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Performance Tracking


Returns FTSE 100
1 week -2.1% -0.1% 1.1% - -2.5% -3.5% -0.3% 0.3%
1 month -10.4% -6.0% -5.2% - -5.6% -2.1% -7.7% -3.7%
3 months -12.7% -4.6% -4.6% - -0.6% -8.2% -4.6% -8.5%
6 months -17.0% -9.3% 4.6% -18.9% 8.1% -11.9% 3.5% -4.0%
1 year -11.4% -9.1% 7.5% -27.3% -14.1% -12.0% 34.5% -6.8%
2 years 0.1% 13.3% 3.0% -25.1% -5.8% 11.9% 52.7% 0.4%
Annualised 11.6% 6.5% 4.0% -10.7% 2.8% 15.3% 23.6%
 
Risks
Max Drawdown -20.2% -37.4% -34.4% -38.8% -32.7% -22.6% -16.8%
Avg Holdings 6.2 11.2 23.8 0.7 3.1 14.3 1.1
Diversification Low Moderate Good Low Low Moderate Low