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
Tel: (413) 746-3700
(888) 932-3300
Fax: (413) 746-3419
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:
- Brae Head, Inc. is a registered investment adviser.
- Net returns reflect deduction of advisory fees and transaction
costs. Equity performance does not include dividends.
- A complete description of the equity composite is available upon
request.
- 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.
|
