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 Haugen Custom Financial Systems
  
Performance
    Summary Performance
    50 Stock Portfolios
        Core Strategy
        Market Neutral Strategy
        Growth Strategy
        Value Strategy
        Risk
        Cumulative Returns
            1 Year
            3 Year
            5 Year
            10 Year
    Decile Performance
        European Universe
        Japanese Universe
        US Enhanced Universe
  Investars
  Predictive History
Investars.com has audited our monthly results for more than two years against about 50 other research organizations. Haugen Systems has been consistently ranked in the top five. We are often ranked #1.

Click here to download a PDF document demonstrating performance over various time periods approved by Investars.com.

At Investars, performance results are segmented by type of firm, the universe of stocks covered, sectors, as well as long and short picks. The top six firms in each category are displayed.

      Directions for use:
  1. From their home page, click on Research League Tables.
  2. Then hover over "Major Fundamental/ Bulge Bracket"
  3. Select "Quantitative" from the drop down box. You can toggle between "Their Entire Coverage Universe" to coverage for the SP500, the Russell 2000, individual sectors, etc..
  4. The performance history for recommended shorts can be viewed by selecting “Sell Index”.
  5. The performance for varying time periods, from 1-day to the trailing 6 years, can be viewed.
  6. Hover over “One year” to view a drop down box with all of the available time periods.
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