HCM Tactical Growth Fund - Class C Shares (HCMDX)
HCM Tactical Growth Fund - Class C Shares operates in the Asset Management industry of the Financial Services sector, headquartered in Cincinnati, OH, US. The stock last traded at $33.45, down 0.45% on the session, giving a market capitalisation of $2.35B. Its beta of 1.39 implies it has historically moved more than the broad market.
The fund's primary objective is to generate substantial long-term capital growth for its investors. To achieve this, the fund manager allocates capital across a diversified portfolio that includes U.S. common stocks of varying market capitalizations, investments in pooled vehicles such as mutual funds, closed-end funds, and exchange-traded funds (ETFs), as well as holdings in cash, highly liquid instruments, and derivative contracts like put and call options. In periods of reduced market exposure, the fund strategically deploys assets into cash, cash equivalents, and/or put options, aiming to safeguard existing equity positions and dampen overall portfolio volatility. The asset allocation is highly flexible, allowing for investments ranging from 0% to 100% in equities, and similarly, 0% to 100% in cash, cash equivalents, and options. This dynamic positioning is guided by the market trend strength indicated by the proprietary HCM-BuyLine® system.
HCM Tactical Growth Fund - Class C Shares is most often compared with the following Financial Services names: