We believe our longevity coupled with our long-term
track record speaks to the quality of our work.
Boyar Research & Boyar Micro Cap Focus
Performance of Stocks Profiled by Boyar Research's All-Cap Publication Asset Analysis Focus
| 1 Yr. | 3 Yr. | 5 Yr. | 7 Yr. | |
| Average Boyar Research Annualized Return | 14.3% | 15.3% | 18.7% | 18.9% |
| Average S&P 500 Annualized Return | 12.6% | 13.6% | 14.0% | 15.1% |
| Average Boyar Research Annualized Outperformance | 1.7% | 1.7% | 4.7% | 3.8% |
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Performance of Stocks Profiled by Boyar's Micro Cap Focus
| 1 Yr. | 3 Yr. | 5 Yr. | 7 Yr. | |
| Average Boyar Research Annualized Return | 22.9% | 22.1% | 30.8% | 17.1% |
| Average Microcap Benchmark Annualized Return | 11.9% | 10.7% | 11.5% | 11.5% |
| Average Boyar Research Annualized Outperformance | 11.0% | 11.4% | 19.3% | 5.6% |
Performance Statistics
Asset Analysis Focus
- Approximately 52% of companies featured outperformed on a one year basis.
- The average outperformance of "winners" was 24% , 21%, 23%, and 21% for 1, 3, 5 and 7-year time horizons.
- Annualized outperformance relative to the benchmark is highest over 5 years (4.6% outperformance), demonstrating our long-term oriented outlook.
Boyar's Micro Cap Focus
- ~1/2 of ideas profiled in Boyar’s Micro Cap Focus were acquired.
- 52% of all the ideas profiled outperformed the index since inception.
- The average outperformance (annualized) among stocks featured was 48%, 32%, 41%, and 21% on a 1, 3, 5, and 7 year basis.
