The ultimate goal of the HCM Income Plus Fund is to seek total return. The Fund uses a proprietary quantitative model to assist in determining when and which asset classes are bought and sold. Mathematically, the Fund attempts to keep investments in the strongest sector or sectors at any given time as measured by the model. The HCM Income Plus Fund offers two share classes, each with a different investment need in mind.Download Fund Fact Sheet
Principal Investment Strategies
The Fund seeks total return.
Each Fund’s investment objective may be changed by the Board of Trustees upon 60 days’ written notice to shareholders.
The Fund seeks to achieve its investment objective through investments in unaffiliated exchange traded funds (“ETFs”) that invest in foreign (including emerging markets) and domestic: (i) equity securities of any market capitalization; and (ii) fixed income securities of any maturity, duration and credit quality (including “junk bonds”).
The Fund’s investment advisor uses its proprietary quantitative model to assist in determining when and which asset classes are bought and sold. This model mathematically attempts to keep the Fund in the strongest sector or sectors at any given time as measured by the model. If a sector weakens, the model suggests a stronger sector into which the Fund should allocate its assets. The model’s calculations are updated daily and evaluated weekly to determine whether the Fund’s holdings require a reallocation. If a reallocation is required, weaker holdings are replaced with the stronger assets as determined by the model.
The Advisor will maintain the ability to invest a large percentage of the Fund’s holdings in one asset class of the market. The overall asset allocation of the Fund will not be fixed. It can and will change significantly over time as the Advisor decides to buy and sell any holding of the portfolio in response to changes in the model’s quantitative measures as a means to take advantage of changes in U.S. and global market trends. The Advisor may engage in frequent buying and selling of the portfolio securities to achieve the Fund’s investment objectives.
Vance has offered professional money management through Howard Capital Management, Inc. since 1999. He specializes in research, development, and implementation of various types of trading systems. After years of research, he developed a disciplined, systematic, and non-emotional method of investing that is designed with the goal of protecting our clients' assets during market declines. Vance proactively manages all the Funds.
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