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J.P.Morgan On Europe’s Sequoia Stocks

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Rupert Hargreaves
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Like Société Générale, J.P.Morgan publishes a monthly update on the performance of several value orientated fundamental trading strategies.

However, unlike Société Générale, which screens markets around the world and uses strict Benjamin Graham-inspired criteria to weed out value plays, J.P.Morgan's uses a number of proprietary screens, based loosely on Benjamin Graham's criteria.

J.P.Morgan's research is focused on Europe's small-cap market, an area of the market that's relatively untouched by international investors.

The bank uses what it calls its Sequoia Stocks strategy to screen the market for opportunities. This approach is based loosely on Benjamin Graham's investment principle to buy stocks for which earnings had not fallen more than 5% in more than two of the last ten years.

Sequoia Stocks - Sequoia legend

J.P.Morgan's Sequoia strategy is named after the...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.Rupert covers everything value investing for Hedge Fund Alpha