SYSTEMATIC PORTFOLIO MANAGEMENT
REGISTERED INVESTMENT ADVISOR
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Table
of Contents

Overview
Investment Process
  • Equity Portfolios
  • Balanced Portfolios
  • Mutual Funds
Representative
  Holdings
Fee schedule
Vitae
Current
  Commentary
  by Dennis M.
  O'Connor
 •Brae Head Total
  Return
  Performance
Contact Us
Employment
  Opportunities
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     (888) 932-3300

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Copyright © 1998 - 2014
Brae Head, Inc.

 

Brae Head Equity Performance

Composed of all equities and equity index funds in all Brae Head managed accounts at beginning of quarter and includes all purchases at cost through the quarter. Dividends not included. S&P 500 Index used for comparison. Dividends not included in S&P 500.

Three year annualized return through 2001
Brae Head, Inc. 7.03%
S&P 500 -2.34%

Four year annualized return through
2001
Brae Head, Inc. 12.61%
S&P 500 4.22%

2001
Brae Head, Inc. - 9.79%
S&P 500 -13.28%

2000
Brae Head, Inc. -2.81%
S&P 500 -10.14%


1999

Brae Head, Inc. 39.83%
S&P 500 19.52%

1998
Brae Head, Inc. 30.81%
S&P 500 26.67%

 

Notes:

  1. Brae Head, Inc. is a registered investment adviser.
  2. Net returns reflect deduction of advisory fees and transaction costs. Equity performance does not include dividends.
  3. A complete description of the equity composite is available upon request.
  4. Past performance is no guarantee of future performance.

This information does not constitute a solicitation by us of the purchase or sale of any securities, commodities, or investment advisory services. Copies of the Brae Head, Inc. form ADV part II (the Brochure as defined by the Uniform Application for Investment Adviser Registration) are available upon request.