Investment Strategies
Two disciplines today. An architecture built for more.
There are no solutions in investing, only trade-offs. No single strategy can simultaneously embrace risk and attack it. So we do not use a single strategy. One captures market returns through every environment. Another follows strength and steps aside before damage compounds. Each piece has a job.
Alpha Trend Strategy
HFI's flagship strategy. It follows the areas of the global market showing strength and rotates away from those that are not. Decisions are driven by price-based signals and technical discipline, not economic forecasts or analyst opinions. When no area qualifies, the strategy steps aside into defensive instruments rather than forcing exposure. Three implementations are available, each optimized for a different priority: Growth (total return focus for qualified accounts), Tax-Sensitive Growth (after-tax optimization for taxable accounts), and Conservative (lower-volatility instruments for capital with near-term liquidity needs).
Trend-following strategies may lag in sideways or whipsaw markets. No strategy can eliminate investment risk or guarantee returns. Past performance is not indicative of future results.
Beta Market Strategy
A systematic, index-based strategy that keeps clients fully invested across global markets through every environment. It captures the risk premiums that markets pay investors for bearing uncertainty over time by removing the drags that erode returns: high costs, poor diversification, emotional timing, and over-concentration. Construction is built around macro regimes, not conventional asset class labels. An ESG-aligned version is available for clients who want values-based exposure without leaving the strategy framework.
All investing involves risk, including loss of principal. Past performance is not indicative of future results.
And Beyond
As your wealth grows and your objectives evolve, additional strategies and vehicles may become available. Our architecture is built to scale with you.