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  2. In 1955, Walter Schloss started his own fund and, over the next four and a half decades, delivered his investors (which numbered 92 at their peak) annualised returns of 15.3% versus 10% for the S&P 500, an achievement matched by few other investors.

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  3. Aug 8, 2015 · According to records obtained by Buffett, Walter Schloss' returns before management fees stood at a compound annual return of 21.3%. Not bad for a guy who never attended college!

    • From Floor Runner to Graham Protégé
    • Right Place, Right Time to Learn from The Best
    • The Walter Schloss Investing Playbook
    • Schloss’s Mechanical Approach to Portfolio Construction
    • Super Returns from A “Superinvestor”
    • Let Walter Schloss’s Old-School Deep Value Investing Style Inspire You!

    Walter Schloss came of age at a time when a career on Wall Street could be more bootstrap than white shoe. Despite having only a high school education, he rose from the bottom of the financial world to become one of the first hedge fund managers. In those days, getting your foot in the door of a Wall Street firm literally required “pounding the pav...

    Similar to Buffett, Walter Schloss first met Benjamin Graham in the classroom. During this time, Graham lectured at the NYSE Institute, teaching students about the investing theories he mapped out in Security Analysis. The statistical approach Graham took to investing fascinated Schloss. Taking Graham’s course laid the foundation upon which he buil...

    Unlike Buffett, who has a more fluid investing approach, Walter Schloss preferred a “by-the-book” Graham-style method of identifying and investing in undervalued stocks. As his son and business partner Edwin put it, “We try to buy stocks cheap.” The fund was market cap agnostic, looking at value wherever it found itself (large cap, mid cap, small c...

    In his 1984 article, Buffett best summarized the Schloss method of asset allocation: Schloss did not get “up close and personal” with the stocks he bought; he didn’t travel coast to coast to get insight from corporate managers, and he didn’t try to handicap every minute detail that could affect a company. Not that Schloss bought deep value stocks a...

    Walter Schloss’s longevity (he lived to be 96) gives us an idea of what a long-term deep value track record looks like:From 1956 to 2002, Schloss generated an annualized return of 15.3% (versus 10% for the S&P). A key factor in Schloss’s long-term performance was the small scale of his operations; unlike other money managers who grow and grow (and ...

    Of all the “Superinvestors” of Graham-and-Doddsville, Walter Schloss may be the most relevant to today’s small value investor. Buffett is the top dog, but the strategies he currently employs are likely out of your reach. When a financial crisis hits, you’re probably not getting calls from General Electric and Goldman Sachs to buy preferred stock at...

  4. Jan 14, 2019 · Buffet has a legendary track record and has generated very high returns for his investors since the ’60s. But a lesser-known investor who was just as good and referred to as ‘Big Walt’ by Buffet is Walter Schloss, one of the most legendary investors in the investment world.

  5. In 1955, Schloss left Graham's company and started his own investment firm, eventually managing money for 92 investors. By maintaining a manageable asset size, Schloss averaged a 15.3% compound return over the course of four and a half decades, versus 10% for the S&P 500.

    • February 19, 2012 (aged 95), New York, New York, U.S.
    • Investor, fund manager, and philanthropist
    • American
  6. Jun 3, 2021 · Walter Schloss was a legendary value investor and disciple of Benjamin Graham. Here are 16 points through which he encapsulated his investment methodology. 03-Jun-2021 • Vibhu Vats. 1 Price is the most important factor to use in relation to value. 2 Try to establish the value of the company.

  7. Oct 2, 2015 · Schloss Partnership Annual Returns 1956 to 1984 Q1. Over this period of 28 years, the Schloss partnership returned a staggering 21% CAGR. Just to show you how good he was, here's a side by side of ...

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