Seeking growth while striving to keep your assets on the safe side of the market

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HCM Dividend Sector Plus

Class A: HCMNX
Investor Class: HCMPX

Ultimately, the HCM Dividend Sector Plus Fund seeks long-term capital appreciation. By using the proprietary HCM Buy-Line® investment model, the Fund seeks to mitigate loss during times of market distress. The model uses trend analysis to identify broad market trends. The fund uses these trends to decide when to move away from securities and into cash and cash equivalents. During positive market trends, the fund will seek growth in dividend-paying securities among those included in the S&P 500. The HCM Dividend Sector Plus Fund offers two share classes, each with a different investment need in mind.

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HCM Tactical Growth

Class A: HCMGX
Investor Class: HCMDX

The ultimate goal of the HCM Tactical Growth Fund is long-term capital appreciation. Using the proprietary HCM-BuyLine® method, the fund seeks to mitigate losses during market declines by moving from equity securities into money markets and short-term bonds. But it is not a purely defensive fund. While invested in equity securities, the fund will aggressively seek growth. The HCM Tactical Growth Fund offers two share classes in order to meet a broad range of investment and needs.

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HCM Income Plus

Class A: HCMEX
Investor Class: HCMKX

The ultimate goal of the HCM Income Plus Fund is to seek total return. The Fund uses a proprietary quantitative model to assist in determining when and which asset classes are bought and sold. Mathematically, the Fund attempts to keep investments in the strongest sector or sectors at any given time as measured by the model. The HCM Income Plus Fund offers two share classes, each with a different investment need in mind.

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VISION

In an effort to help investors seeking to navigate complex market conditions, we initiated a plan focused on mathematically mitigating loss during major market downturns.

The vision originated during the 1987 stock market crash, with the opinion that incurring devastating financial losses due to market volatility is unnecessary. After years of research, we developed a disciplined, systematic and quantitative approach to investing for our line of Mutual Funds.

STRATEGY

Markets are constantly evolving, and investor needs have evolved, as well. By choosing a Howard Capital Management Mutual Fund, investors are embarking on a partnership geared towards the accumulation of wealth, while striving to keep capital on the safe-side of the equity market. Each fund strives to:

  • Quantitatively seek to bypass market declines
  • Seeks growth in capital by investing for a long-term approach
  • Active trading through a quantitative and systematic approach
  • Proactive management through daily monitoring and rebalancing when necessary

The HCM-Buyline®

Following the 1987 stock market crash, Vance Howard, CEO of Howard Capital Management and Portfolio Manager, sought to find a proactive way to mitigate downside risk. His years of research yielded a disciplined and systematic investment process now called, the HCM-Buyline®. The HCM-BuyLine® is a quantitative, math-based process driven by market ratios. The Funds use the HCM-Buyline® to determine when to be in the market and when to be out of the market.

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