has audited our monthly results for more than ten years against about 20 other research organizations. Haugen Equity Signals has been consistently ranked in the top three. We are often ranked #1.

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 five firms in each category are displayed.

     Directions for use:

  1. From their home page, click on “top 5” in the menu on the top
  2. Investars audits data from different types of financial firms. To see our company, hover over the drop-down box that shows “Fundamental / Non regional” and select “quantitative”.
  3. You can then see various reports by changing the other drop-down boxes as follows:

    • Change the “League Tables For” drop-down to see how our rankings on either all of our stocks, just the stocks in the Russel 2000, or just the stocks in the S&P 500 are doing.
    • On the next drop-down menu, switch from Investars’ buy index (long positions) to the sell anti-index (short positions)
    • The last drop down lets you change the date range of the chart