Haugen Equity Signals, LLC

Quantitative Research that Helps Portfolio Managers Add Alpha

Improve Your Portfolio’s Performance
- Each week Haugen Equity Signals, LLC produces near-term (i.e. two- to three-month) expected returns for over 13,400 US and international stocks. Clients use these reports to help them determine what they should buy and sell each time they rebalance their portfolios.

Take Advantage of a Proven Model Based on the Work of Dr. Robert Haugen
- Our research is based on a proprietary expected return factor model which capitalizes on the market’s inefficiency. The Haugen Model assesses how each stock is affected by over 60 different factors at a given point in time. These expected returns are then ranked from lowest to highest and divided into 10 deciles, each including 10% of the stocks.

Get Accurate & Specific Predictions
- The Haugen Model is designed to track and shift towards what the market is favoring, responding to current market conditions to forecast future performance. It can predict a rise in the price of a particular stock while judging that the sector as a whole will go down. How accurate are these predictions? Haugen is one of Investars top ranked research firms...and we have a 68.9% hit rate of picking winners over losers since the model’s inception over 15 years ago.