HK Capital Appreciation

Why HK Capital Appreciation

Outcome-driven portfolio made of large to mid-cap companies with a track record of sustained long-term growth and resilience

Disciplined approach with stock-selection based on data driven predictive analytics that drive portfolio outperformance
Current portfolio consists of ~25 companies with management teams focused on long-term results
The HK Capital Appreciation Strategy’s sole goal is to outperform the S&P 500 while taking comparable risk
Limited exposure to the Mag 7

Stock Selection Strategy

The HK Funds Capital Appreciation Index uses a proprietary objective rules-based methodology for portfolio construction:

Primarily large to mid-cap dividend paying companies
Excludes sectors with high commodity and interest rate risk
Long history of consistently paying and growing their dividend
No prior history of dividend cuts, only growth
Long runway for future dividend growth, i.e., low payout ratio
Consistent historical stock price performance
Data analytic driven predictive replicability of stock price performance