New investment strategies inspired by investing legends (part 2)
Posted on Tue, Nov 08, 2011
In a previous blog you were introduced to 6 of our 12 new model investment strategies. In this posting you will get the first look at the 6 new strategies that were inspired by legendary investors. While the success of a professional investor can rarely be broken down into one single equity investment strategy, we have attempted to offer users a way to easily identify and invest in companies that fit the investment philosophy of some of the most highly regarded investors. Additionally, as with any model or custom strategy, users can analyze historical performance of the new model strategies for risk and return characteristics.
Below is a brief overview of each new stock investing strategy. For more information, white papers, or stock selections, go to bloodhoundsystem.com
Buffett Diversified Yield - Value investors, like Warren Buffett, look for securities with prices that are unjustifiably low based on their intrinsic worth. However, intrinsic worth is broad term and can be calculated in a variety of ways. This strategy assists an investor in creating a diversified income producing portfolio of undervalued equities based on various growth and profitability metrics.
Icahn Efficient Tech- Carl Icahn is known for taking over companies and corporate boards with the goal of protecting shareholders. He often attempts to drastically increase the effectiveness of management and the efficiency of operations. This strategy attempts to identify companies that would meet the post restructuring goals of Mr. Icahn.
Soros Dividend Growth - George Soros "The Man Who Broke the Bank of England" made much of his fortune in the early 1990's as a currency trader. These days Soros invests heavily income producing equities securities. This strategy utilizes the philosophy of George Soros, the dividend investor, to identify stocks with the potential for both current income and capital appreciation.
Graham NCAV - In his 1949 book “The Intelligent Investor", Graham describes an analytical technique that identifies stocks that are trading at a deep discount to a calculated value termed the Net Current Asset Value. This investment strategy is based on that stock selection approach.
O'Shaughnessy Dividend - This strategy was built on the philosophy that financially sound, income producing equities will, over time, outperform the overall market. The key component of the O'Shaughnessy strategy is the focus on high quality dividends. While higher yielding stocks are favored, only those that are trading at reasonable multiples of sales and cash flows will be held.
Zweig - Martin Zweig's investment philosophy, chronicled in the book "Winning on Wall Street", has become one of the few investment strategies to stand the test of time. While Zweig typically relies on many broad market indicators, this screen can assist investors in the decision of which fundamentally strong companies to buy.
Copyright ©2011 Bloodhound Investment Research, Inc. - Creators of the stock investment software, The Bloodhound System™
Terms of Service |
Privacy Policy |
Disclaimer