This time two years ago, one of the most popular ‘quality’ investment strategies tracked by Stockopedia was sitting on a three year return of just over 100%. After a strong run, the Screen of Screens drifted with the market in late 2015 and early 2016, but it’s recovered well since last summer. In that time it’s bounced back to the top of the 5-year ‘quality’ leaderboard, with a return of 113% – and it is doing even better in Europe.
To make it onto the Screen of Screens, a company has to be passing the rules of at least four of Stockopedia’s 60 long-only investing models. Those guru-inspired strategies are categorised as being either bargain, value, growth, quality, momentum or income. To make it onto the SoS, the precise style isn’t important – just the number of strategies passed. So, for example, one of the leaders in the list at the moment is the housebuilder Persimmon, which passes the rules of 12 strategies in the value, growth, quality and income categories.
A signpost to solid companies
The idea behind the SoS is that companies making it onto several different strategies should be a pointer to…
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