John Neff Value Stock Screen: Find Stocks Using the Method from the Wizard of the Windsor Fund

Описание к видео John Neff Value Stock Screen: Find Stocks Using the Method from the Wizard of the Windsor Fund

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Introducing "Validea's Stock Screen of the Week," a new series on the Validea YouTube Channel. Join us as we explore the strategies of renowned investors such as Warren Buffett, Peter Lynch, Ben Graham and many others. Each week, we'll showcase Validea's Guru Stock Screener, a tool that applies the wisdom of these investment legends and other fundamental strategies to assist in new investment idea generation. Discover how to uncover potential winning stocks by leveraging investment styles that range from value, growth, quality and beyond.

Today's Screen:
Passes the John Neff Value model with at least 80% score or better.
Passes at least four other guru models with at least an 80% score.

Passing Names:
CI | CIGNA GROUP
EPD | ENTERPRISE PRODUCTS PARTNERS LP
URI | UNITED RENTALS, INC.
YY | JOYY INC (ADR)
DKS | DICK'S SPORTING GOODS INC
ACGL | ARCH CAPITAL GROUP LTD.
ADRNY | KONINKLIJKE AHOLD DELHAIZE NV (ADR)
BERY | BERRY GLOBAL GROUP INC
KB | KB FINANCIAL GROUP, INC. (ADR)
KFY | KORN FERRY
MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC (ADR)
PENN | PENN ENTERTAINMENT INC
PFSI | PENNYMAC FINANCIAL SERVICES INC
IBAAY | INDUSTRIAS BACHOCO, S.A.B. DE C.V. (ADR)

About John Neff

While known as the manager with whom many top managers entrusted their own money, Neff was far from the smooth-talking, high-profile Wall Streeter you might expect. He was mild-mannered and low-key, and the same might be said of the Windsor Fund that he managed for more than three decades. In fact, Neff himself described the fund as "relatively prosaic, dull, [and] conservative." There was nothing dull about his results, however. From 1964 to 1995, Neff guided Windsor to a 13.7 percent average annual return, easily outpacing the S&P 500's 10.6 percent return during that time. That 3.1 percentage point difference is huge over time -- a $10,000 investment in Windsor (with dividends reinvested) at the start of Neff's tenure would have ended up as more than $564,000 by the time he retired, more than twice what the same investment in the S&P would have yielded (about $233,000). Considering the length of his tenure, that track record may be the best ever for a manager of such a large fund.


Disclaimer
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