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Zweig Screen

Performance

  Zweig S&P 500
YTD Return: 6.2% 8.4%
Five Year Return: 6.6% 14.4%
Ten Year Return: 6.3% 6.1%
Inception: 19.3% 4.4%
Data as of 8/29/2014
The Zweig 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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In the realm of stock investment strategies, the two main schools are value and growth. Value investment strategies tend to seek out neglected or undervalued firms and growth investing looks for companies exhibiting sustainable or increasing growth in sales or earnings. But it is rare to find a purely growth-oriented or purely value-oriented stock selection strategy anymore; most screens only lean toward one style or the other.

Martin Zweig, who was named stock picker of the year two years running in the 1990s by the Hulbert Financial Digest and is chairman of the Zweig Funds, leans toward the growth methodology. In his book "Martin Zweig's Winning on Wall Street" (Warner Books, 1997), he outlines his strategy for identifying companies with strong growth in earnings and sales, a reasonable price-earnings ratio given the company's growth rate, buying by insiders (or at least an absence of heavy insider selling), and relatively strong price action.

We'll take a look at Zweig's strategy and show how it can be applied using a stock screening approach. For the screening, we use AAII's Stock Investor Pro fundamental screening and database program. Stock Investor Pro covers a universe of over 9,000 NYSE, Amex, Nasdaq National Market, Nasdaq Small Cap, and over-the-counter stocks.

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