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A Decade of Staying Tactical, Not Traditional

The 10th Anniversary of the HCM Tactical Growth Fund

When we launched the HCM Tactical Growth Fund (HCMGX) in 2014, it was with the intention of offering investors an active and differentiated approach to seeking long-term capital appreciation with added downside risk management – within a mutual fund. Ten years later, the Fund’s history and track record stand as a testament of the value of a post-modern approach to portfolio management.

As we commemorate the Fund’s 10th anniversary in July, it’s an opportune moment to reflect on its journey and the pivotal role it can potentially play in a well-rounded investment portfolio.

10 Standout Years of Tactical Growth

By remaining true to our non-emotional, quantitative investment approach and focusing directly on active tactical growth, the fund has consistently adapted to the rapidly shifting and ever-changing market conditions that have defined the last decade. And in doing so, the tactical approach and investment tenets have become a reliable way for investors to generate results while effectively managing many risks.

10 Key Features for 10 Years of Tactical Growth

1. Active Management:
Respond to market shifts while aiming to mitigate risks.

2. Quantitative Approach:
Non-emotional, data-driven decision-making.

3. Proprietary Risk Management:
Guided by the HCM-Buyline®, our proprietary, algorithmic-indicator that signals when we should be in or out of the market.

4. All Cap, All Sector:
Invests in equity securities of any capitalization size and sector – going where the market indicates outperformance potential.

5. Risk On:
A basket of the market’s best performing ETFs, mutual funds, and equities.

6. Risk Off:
Seeks to mitigate losses during market declines by moving from equity securities into money markets and short-term bonds.

7. Concentrated:
Less than 30 positions at all times.

8. Opportunistic:
Seeking what we see as the market’s most favored classes.

9. Capital Preservation:
Consistently strives to mitigate losses during market declines

10. Capital Appreciation:
Informed tactics with the goal to enhance performance potential in up markets.

Why the HCM Tactical Growth Fund Makes a Difference
For financial advisors and individuals investors looking to add to investment portfolios, the HCM Tactical Growth Fund has consistently provided a compelling option. Its tactical growth strategies are designed to capitalize on up markets while minimizing exposure to market declines and risk. By leveraging a non-emotional, quantitative approach and the HCM-Buyline® in addition to HCM Pivot Points®, the Fund is managed to help investors navigate both bullish and bearish market conditions.

As we celebrate this milestone, the HCM Tactical Growth Fund underscores the powerful potential of active management and innovative investing strategies. Whether you’re a financial advisor seeking tactical investment options for your clients, or an individual investor looking to add exposure to your portfolio, the HCM Tactical Growth Fund may offer an interesting complement to diversified portfolios.


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