Enhance your Investment Strategy With Proven and Reliable Rankings.
Long or Short.

Pioneers in Quantitative Research

The Haugen Model has been featured on:
Add Alpha To Almost Any Portfolio
Haugen Equity Signals is a quantitative research firm which produces quantitative research in the form of expected returns and stock alphas for U.S. and international stocks. We work primarily with analysts, hedge fund and mutual fund managers, and investment advisors who are looking for a competitive edge in the marketplace.

The Power of The Haugen Model. It does what no human can.

Our quantitative method for investment analysis is based on a proprietary suite of smart beta models that capitalize on the markets’ inefficiency.

The Haugen Model analyzes the impact of 60+ factors on the returns of more than 14,000 stocks simultaneously. This enables it to forecast future performance on the basis of constantly changing conditions.

Unlike statistical models with a fixed set of rules for picking stocks, the Haugen model is able to replicate the kind of “feel for the markets” that experienced money managers demonstrate through a dynamically weighted methodology. Are you ready to add performance to your portfolio?

Our Performance: Decile vs S&P 500 Returns
January 1996 Through December 2021
Cumulative Values of $1 Invested

S&P 500
An Alternative To
Fundamental Analysis
How accurate are our rankings? Haugen is ranked the #1 quantitative research firm at Investars.com, a company that identifies the top research providers by tracking their historical performance.
This chart chart shows the real-world performance of our U.S. equity predictions for both long and short positions. What you see here is the cumulative result of investing $1 in each decile (10% of the stocks) over the last 20+ years, compared to $1 invested in the S&P 500 over the same time period.
Our Team
Why Work With Our Team?

Haugen Equity Signals has a single-minded focus on quantitative research. It’s all we do. In fact, 25 years ago Bob Haugen was the first to create an expected return factor model. Continuing in the steps of Bob, our quantitative research firm has been improving and perfecting the Haugen Model.

Our clients include money management firms investing the assets of some of the largest businesses and wealthiest individuals in the world. As such, they demand higher returns with less volatility than found in more retail offerings. In addition, positive returns regardless of market direction, and uncorrelated to most other strategies, rounds out what high net-worth investors are looking for and what Haugen delivers on, placing its research on the top shelf of quantitative research firms.

The Haugen model has proven its ability over time to add alpha to almost any portfolio, and to enhance almost any fund manager’s performance, regardless of investment strategy.

25 Years of Experience

Industry Leader

Proven Capabilities

About Haugen Equity Signals

CEO, Founder and Quantitative Researcher, Bob Haugen, PhD, was a pioneer in the field of quantitative investment and the leading proponent of the case that stock markets are inherently inefficient. Toward the end of his 30-year academic career in finance, in the mid-nineties, he published his breakthrough research on the predictive power of an expected return factor model in the Journal of Financial Economics.

Shortly thereafter, having enhanced and expanded his prototype, he opened Haugen Custom Financial Systems. Ever since, clients have capitalized on Haugen's out-of-the-box views and have been consistently rewarded with an investment edge for their clients.

We here at Haugen Equity Signals look forward to the opportunity to serve you!

Who is Bob Haugen?
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