Core/Satellite Portfolio
For those investors seeking a more customized, analytically rigorous, and time-tested investment solution then perhaps found elsewhere, HWCP will serve as an investment manager by offering a specialized form of Growth & Income investment management that incorporates a singular focus on the management of risk.
HWCP is a leading national proponent of the “All-Weather” style of portfolio management, a system of managing assets best characterized by the flexible utilization of multiple asset classes and investing strategies through time to aid in the creation of a well-rounded, focused, and properly diversified portfolio. The style of portfolio management as practiced by HWCP has a foremost regard for protecting against the unknown, and willingly gives up some portion of any future positive market return potential in order to rigorously protect against current loss. Portfolios are designed using a “Core/Satellite” methodology in the attempt to generate market leading levels of risk adjusted return through time while consistently exhibiting well below average levels of volatility. The preservation of capital is at all times considered a primary investment objective.
The Core portfolio component will typically compose over 80% of total portfolio assets and will be constructed utilizing a collection of investment managers and/or other daily traded investment vehicles (open-end mutual fund, closed-end mutual fund, or ETF) deemed most attractive and worthy of ownership by HWCP. These investment vehicles will be selected through a process described in more detail under the Asset Allocation Modeling and Manager Search drop down menu sections of this website.
The Satellite portfolio component will be constructed utilizing a collection of individual securities deemed to possess characteristics of deep undervaluation and/or other favorable and timely attributes as determined by the proprietary methodologies employed and perfected over the last 20 years by the Managing Member/Chief Investment Officer of HWCP.