Seeking growth while striving to keep your assets on the safe side of the market

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HCM Dividend Sector Plus

Class A: HCMNX
Investor Class: HCMPX

This Fund is designed to select dividend paying stocks from each sector of the S&P based on earnings and valuation metrics. The Fund may leverage up to 33% by using a line of credit to purchase equities when indicators warrant. When in the market, the Fund invests in a portfolio typically equally weighted among the various sectors of the S&P and rebalanced quarterly. The Fund may move from 100% investment in securities to 100% investment in cash and equivalents in an attempt to protect principal.

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MorningStar Overall Rating and Ranking™

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As of January 31, 2019

HCM Tactical Growth

Class A: HCMGX
Investor Class: HCMDX

The Fund seeks long-term capital appreciation by investing in domestic equity securities of any market capitalization. When invested in the market, the Fund’s portfolio will comprise of companies whose earnings have been growing, while the remaining portion of the portfolio be invested in investment companies (containing mutual funds and ETFs), which are carefully selected through a quantitative approach. Other investments may include cash, cash equivalents and put options.

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MorningStar Overall Rating and Ranking™

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As of January 31, 2019

HCM Income Plus

Class A: HCMEX
Investor Class: HCMKX

The goal of the HCM Income Plus Fund is to seek income and 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 measured by the model. When in the market, the Fund will remain invested in various ETFs including but not limited to utilities, convertible bonds, real estate, fixed income of any maturity, duration and credit quality including “Junk Bonds”.

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VISION

In effort to help investors who are seeking to successfully navigate complex market conditions, we initiated a plan focused simply on protecting capital during market downturns.

The vision originated during the 1987 stock market crash. With the opinion that incurring devastating financial losses due to market volatility is unnecessary, we initiated a plan focused simply on protecting capital during market downturns.

STRATEGY

Markets are constantly evolving, and investor needs have evolved as well. By choosing to invest in a Howard Fund, you are embarking on a partnership geared towards helping you accumulate wealth, while striving to keep your capital on the safe side of the equity market. Each fund strives to:

  • Protect assets by leaving the market systematically in order to bypass market declines
  • Seeks growth in capital by investing for a long-term approach
  • Active trading through a quantitative and systematic approach
  • Proactive management through daily monitoring and rebalancing when necessary

The HCM-Buyline®

Following the 1987 stock market crash, Vance Howard, CEO of Howard Capital Management and Portfolio Manager, sought to find a proactive way to mitigate downside risk. His years of research yielded a disciplined and systematic investment process now called, the HCM-Buyline®. The HCM-Buyline® is an emotionless, mathematical process driven by market ratios. The Funds use the HCM-Buyline® to determine when to be in the market and when to be out of the market.

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