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Schloss Screen

Performance

  Schloss S&P 500
YTD Return: -23% 8.4%
Five Year Return: -3.6% 14.4%
Ten Year Return: 3.1% 6.1%
Inception: 9.4% 4.4%
Data as of 8/29/2014
The Schloss 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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Most individual investors may not be familiar with the investment guru that Warren Buffett calls "the super investor." Walter J. Schloss studied under Ben Graham in 1935 and started his own fund in 1955. Schloss' son joined the fund in 1973 and subsequently renamed the fund Walter & Edwin Schloss Associates. During the 1956 to 2000 period, the fund earned a compounded annual rate of return of 15.7%, compared to the market's return of 11.2% annually over the same period.

Walter Schloss did not go to college and got his start doing clerical work for the financial firm Loeb Rhoades. He was encouraged to read Ben Graham's famous "Security Analysis" book and took two courses taught by Graham.

In 2001, Walter's son Edwin could not find any cheap stocks to buy, so the two closed the fund. Deciding the market was overvalued would prove to be a prudent move. Walter Schloss is now retired, but much can be gleaned from his investing philosophy and style.

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