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Driehaus Screen

Performance

  Driehaus S&P 500
YTD Return: -8.1% 1.3%
Five Year Return: 36.6% 18.6%
Ten Year Return: 17.2% 5.2%
Inception: 13.3% 4.1%
Data as of 3/31/2014
The Driehaus Screen represents AAII's interpretation of the investment approach and is not determined by the original strategist. The list of passing companies represents a hypothetical portfolio, which is used to track the screen’s performance on a chart.

Passing Companies

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Screening Criteria

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Chart

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Envision a snowball rolling down a hill: As it rolls along, it picks up more snow, which causes it to move faster, which causes it to pick up even more snow and move even faster.

That's the basic strategy behind momentum investing—purchasing stocks that are rapidly rising in price in the belief that the rising price will attract other investors, who will drive up the price even more.

Richard Driehaus is one of the champions of momentum investing, favoring companies that are exhibiting strong growth in earnings and stock price. He is not a household name, but his firm, Driehaus Capital Management in Chicago, rates as one of the top small- to mid-cap money managers, and his success has landed him a spot on Barron's All-Century Team—a group of 25 fund managers that includes such investment luminaries as Peter Lynch and John Templeton.

This article focuses on Driehaus' momentum strategy, which is discussed in the book "Investment Gurus" by Peter J. Tanous (New York Institute of Finance, $24.95), and serves as the basis for this article.

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