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    • Home
    • The Firm
      • About Us
      • Difference
      • Why HK Funds?
      • Our Team
      • Who We Serve
      • Applications & Forms
      • Firm Documents
      • Contact Us
    • Fund Details
      • HK Capital Appreciation
      • HK Mid-Cap Growth
    • Performance
    • Insights & News
      • Capital Markets Reports
      • HK Funds University
      • Performance Reports
    • Performance Data
    • Open an Account
  • Home
  • The Firm
    • About Us
    • Difference
    • Why HK Funds?
    • Our Team
    • Who We Serve
    • Applications & Forms
    • Firm Documents
    • Contact Us
  • Fund Details
    • HK Capital Appreciation
    • HK Mid-Cap Growth
  • Performance
  • Insights & News
    • Capital Markets Reports
    • HK Funds University
    • Performance Reports
  • Performance Data
  • Open an Account

HK mid-cap growth

The HK Mid-Cap Growth strategy focuses on mid-capitalization stocks in the S&P 400 mid-cap index.  The goal is to focus on those stocks that have the opportunity to consistently outperform the S&P 400.

Why HK Mid-Cap Growth

  • Similar strategy as HK Capital Appreciation yet focused on a different universe of stocks
  • Outcome-driven portfolio made of mid-cap companies in the S&P 400 universe 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 ~35 -40 companies with management teams focused on long-term results
  • The Capital Appreciation Strategy’s sole purpose is to outperform the S&P 400 while taking comparable risk

Stock Selection Strategy

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

  • Primarily 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  

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