The Firm
HK Funds is an investment advisory firm dedicated to providing tailored wealth management solutions for individuals, financial advisors, and institutions. Our proprietary strategy's objective is to generate consistent, above-benchmark returns while maintaining low volatility and minimal portfolio turnover.
We offer a different approach to investing, one grounded in very long-term thinking. Over our history, we have moved away from quarter-to-quarter thinking in favor of potential outperformance over the long run.
Our foundational strategy began with two simple notions. First, while there are a lot of good public companies, we believe there is a select group of great companies that will consistently rise to the top and outperform their peers. Our goal has been to identify the drivers of great company performance and eliminate from our mix those companies that don't meet our hurdles. Second, we believe that by taking a long-term approach to performance, versus a a quarter-to-quarter view, it is possible to construct a portfolio of great companies that consistently have the potential to outperform their benchmark.
As a result, our core strategy, HK Capital Appreciation, is comprised of approximately 25 large and mid-capitalization companies. Our HK Mid-Cap Growth strategy is comprised of between 25-35 mid-capitalization companies.
