Magic Formula

Index : 2,049 | 1Yr : +36.73% | 1Mo : +5.92%

Category : Investing Strategies

Min Investment : 13,680

Sharpe Volatility Trend

Is a value investment technique which is accredited to Joel Greenblatt who is the author of 'The Little Book that Beats the Market.' He believes that it is best to buy stocks with low valuations but which have high earnings yield and return on capital. This investment philosophy is based on ground facts that impact profitability and long-term sustenance of a company. The combination of screeners used in this seek to identify the so called 'hidden gems'.

Invest in handpicked companies that have a high Return on Invested Capital (ROIC), earnings yield, positive book value and low valuations.

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