Why HK Funds
HK Funds offers a proprietary, quantitatively-driven core large and mid-cap strategy built on more than 20 years of systematic research and independently analyzed data by VettaFi, a wholly-owned subsidiary of TMX Group. Our core HK Capital Appreciation strategy represents a concentrated, high-conviction portfolio of approximately 25 growth businesses.
The strategy is designed to complement diversified core allocations, typically serving as a dedicated 10-15% sleeve within high-net worth portfolios.
Characteristics include:
- Concentrated, best-ideas portfolio
- Low turnover with quarterly rebalancing and annual reconstitution
- Minimal exposure to the "Magnificent 7"
- Disciplined, rules-based construction
- Designed for durable alpha generation with controlled market exposure