Adaptive Growth Portfolios

Investment Objective

We strive to provide high total return from a combination of investments from both the equity and income markets with the emphasis on equities.

How We Do It

Our proprietary Stock Market Exposure Indicator is used to determine a stock market exposure that adapts to the strength or weakness of the market, directing exposure in the HCM Shock Absorber Growth strategy to range from 20% to a maximum of 80% of account value.  The balance, 20% to 80% is invested using the HCM Flexible Income strategy.  The HCM Safety Net indicator is designed to warn of sudden potential declines in which case stock market exposure is quickly reduced.

Client Protection and Investment Discretion

All accounts are held at a Qualified Custodian, providing SIPC protection for all accounts.  Hepburn Capital does not hold client moneys.   Accounts are managed on a discretionary basis with notification of account activity provided in monthly statements prepared by an independent custodian.

Suitability

If you want to pursue growth but with more consistent returns and a lower surprise factor than is available through normal growth investments, the Adaptive Growth strategy may be for you.

Minimums

The Adaptive Growth strategy as described is designed for accounts of $250,000 and above, although the same decision making process may be used in smaller accounts using different investments.   The minimum fee is $195 per month.

 



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Adaptive Growth Portfolio Details

pdf Adaptive Growth Strategy PDF.