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In 2008 Recession the Halpern Group's Common Trust Consistently Beat S&P 500 by 50 Percent or More

Posted on: Tuesday, 24 February 2009, 07:00 CST

Patented reactive-investment software proven to lower risk and improve returns in tricky markets

SPRINGFIELD, N.J., Feb. 24 /PRNewswire/ -- The Halpern Group, a leading recovery management company exclusively serving the needs of negligently injured plaintiffs, today announced that investment return results for assets managed by its patented software consistently beat S&P 500 returns by more than 50 percent in 2008. While the S&P 500 lost 37 percent of its overall market value last year, Halpern's software showed a decline of just over 17 percent. The company credits these superior results on its patented Recovery Management (RM) Software, which is proven to provide investment returns comparable to the S&P 500 in the best markets, with historically demonstrated loss reduction in the worst markets.

"While nobody likes to lose any money in the market, plaintiffs are especially risk-averse, since their settlements must protect and support them and their loved ones for the rest of their lives," said Richard Halpern, CEO of The Halpern Group and RM Software inventor. "The Halpern Group has proven a safe haven for risk-averse investors for many years, and these comparative results for 2008 are just another example that RM Software works to minimize market risks and illustrates the power of our software's algorithm, which reacts to market changes, rather than speculating on unknowable future trends."

According to attorney John Leighton from Leighton Law Offices in Miami, Fla., "the recent global market downturn has decimated the portfolio value of nearly every investor out there, but we're pleased The Halpern Group has been able to protect our plaintiff's common trust assets to more effectively manage risk, and improve returns."

Halpern's investment "guidance system" for chaotic markets

"The vector-navigation principles that enable an airplane to reach its destination in the chaos of the ever-changing atmosphere are similar to the principles that allow RM Software to work in chaotic financial markets," said Halpern. "The variables might be different, but the goal is the same: don't let the chaos of the market allow an investor to veer off-course and lose money by buying high and selling low when they should be buying low and selling high."

RM Software is the first investment-management system that does not rely on speculation or prediction about future events; it reacts only to known facts, so the software's buy-and-sell actions are always appropriate and correct. Its objective is to ensure that liquidations occur when the price is high, and investments occur when the price is low -- low and high being measured in comparison to a previously set target. The software was designed to systematically accumulate and liquidate asset shares in direct proportion to the movement of the price of the shares, as measured against a linear target.

"As an attorney, I'm not well-versed in the software's nuts and bolts," said attorney Patrick Regan a partner at Regan, Zambri and Long in Washington, D.C. "I'm just pleased their RM Software has proven time again to keep our clients' investments as safe as they can possibly be -- and growing as quickly as the current risky market will allow."

Halpern's proven results

The asset protection RM Software provides during a market disaster in no way limits its IRR prospects during market surges. In fact in the steadily rising market of 1989 to 1998, RM Software produced an IRR of approximately 17 percent compounding annually, while the S&P 500 produced an IRR of just 16 percent. In addition, in 2008 when the market rebounded slightly in December, Halpern's common trust return was 76 percent greater than that of the S&P 500.

RM Software, under the title "Automated Targeted and Proportional Investment Management Systems and Methods," was granted U.S. Patent 7149714 on December 12, 2006. The Halpern Group recently made RM Software available, under license, to financial services companies.

"Recovery Management Software was originally designed for people who were injured through negligence - the most risk-averse group of investors in any market; but now in today's extremely uncertain economic climate, nearly everybody is risk averse," said Halpern. "That's why RM Software, which has proven to be a useful tool for plaintiffs, could very well be a crucial weapon in the arsenal of worried investors and investment advisors," said Halpern.

About The Halpern Group

Founded in 1973 and located in Springfield, N.J., the Halpern Group is the premier innovator in the field of recovery management. The company's focus is on providing negligently injured plaintiffs with the most comprehensive set of financial services and customized solutions while keeping their recoveries safe and the financial future of each plaintiff protected. The Halpern Group recently began licensing its proprietary, patented Recovery Management Software (U.S. Patent 7149714), a reactive investment computer program that is proven to offer lower risks to investors. For more information visit halperngroup.com.

SOURCE The Halpern Group

Source: PR Newswire

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