Accelerating growth with institutional backing
Momentum investing is one of the most persistently documented anomalies in academic finance — stocks that have outperformed recently tend to continue outperforming over the medium term. This preset combines classic price momentum with fundamental growth momentum: you need both the revenue acceleration and the price confirmation before a stock qualifies.
The institutional ownership requirement above 50% adds an important quality layer. Professional fund managers doing deep fundamental research have chosen to hold these companies at scale — that's a meaningful signal of business quality that pure price momentum screens miss. The beta above 1 requirement is intentional: this is a capital-appreciation strategy, not a defensive one. You're accepting higher volatility in exchange for exposure to names where the upside momentum is strongest.
The dual return requirement — positive 20-day return confirming recent momentum, and 140-day return above 20% confirming sustained outperformance — filters out short-term spikes that haven't been validated over a longer horizon. These returns are computed from live price history rather than static screener data, making this a hybrid screener + pipeline preset.
Screening Criteria
| Parameter | Condition | How it's applied |
|---|---|---|
| Market Cap | > $1 B | Screener filter |
| Revenue Growth YOY | > 20% | Screener filter |
| Institutional Ownership | > 50% | Screener filter |
| Beta | > 1 | Screener filter |
| 20-Day Return | > 5% | Live price history — pipeline computed |
| 140-Day Return | > 20% | Live price history — pipeline computed |
Why institutional ownership matters
A stock with 70% institutional ownership has been independently researched and selected by dozens of professional analysts. When that same stock also shows accelerating revenue and sustained price momentum, you have a rare combination: fundamental validation from the smart money and price confirmation from the market. This combination is at the heart of what quantitative momentum strategies call "quality momentum."
Who is this for?
Growth-oriented investors with a medium-term horizon (weeks to months) who are comfortable with higher volatility and are specifically seeking capital appreciation rather than income. This preset is not suitable as a defensive holding — it is designed to capture the strongest performers during bull market conditions and sustained sector rotation into growth.