Welcome to HP Capital, smart and sensible asset management.
Performance
The return data for our flagship Smart Global Allocation portfolio is up to date for period ending December 31 2010. Please note, the return data does not include options overlay, tactical reallocation nor rebalancing, just our Smart allocation strategy. Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.
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Strategy Overview
Objective
The objective of the Smart Global Allocation strategy is to outperform the MSCI All Country World Index over a full market cycle while maintaining similar benchmark risk characteristics.
The Smart Global Allocation strategy seeks to achieve long term capital appreciation by investing in passive global country equity indexes through Exchange Traded Funds (ETFs). We employs a top-down region and country analysis to identify undervalued economic regions and countries. We employ option overlays to enhance return and hedge. We also employ a sell discipline to deter capital erosion. We have (7) portfolios to choose from.
Rollovers . 401KS . 529 . IRAS . CSA . Investments . Charitable Giving . Endowments . Defined Benefit Plans . Pension
