Performance


We believe our longevity coupled with our long-term
track record speaks to the quality of our work.

Performance Statistics

Asset Analysis Focus

  • The average return for each company profiled since 2009 is 83.7% compared with a return of 53.2% for the S&P 500.
  • Approximately 57% of companies profiled since 2009 have outperformed the S&P 500 on an inception to date basis.
  • Boyar Research’s Forgotten Forty Report has outperformed the S&P 500 on a 1, 3, 5, 10, and 15 year basis.

Boyar's Micro Cap Focus

  • Since inception through 12/31/2016, the average return of the  companies that have appeared in Boyar’s Micro Cap Focus is 116.1% compared with an average index return (Russell Microcap Value) of 54.5%.
  • ~20% of the companies featured in Boyar's Micro Cap Focus have been acquired at a meaningful premium to the price that they were initially profiled at.
  • All performance statistics are through December 2016.

The Forgotten Forty's Historical Performance*

* All performance results are unaudited. Past performance is no guarantee of future success.

1 Equal weighted portfolio exclusive of dividends. S&P 500 also exclusive of dividend