Our Investment Philosophy

HCSIF seeks niche opportunities that display significant value and are contrarian to market purviews. We specifically target mid-large cap equities that support this philosophy. Portfolio managers meticulously allocate and manage positions to ensure the highest risk-adjusted returns and to reduce exposure to factors beyond the equities' control. 

Our Current Holdings
Position
Date Entered
Portfolio Weight
Price Entered
Current Price
Current Return
Target Price
Target Return
Target Date
Sector
CVS
March 2019
7.5%
$52.20
$56
7.28%
$114.00
54.21%
2020/2021
Consumer
DollarTree
March 2019
7.5%
$98.40
$105
13.51%
$130.00
24.31%
2021/2022
Consumer
URI
March 2019
5%
$110.00
$129.90
18.62%
$160.00
31.25%
2020
Industrial
Salesforce
March 2018
5%
$112.00
$156.55
39.53%
$165.00
32.12%
2021/2022
SAAS
TradeDesk
Febuary 2018
5%
$49.45
$241.34
384.19%
$74.00
33.18%
2021/2022
Advertising
L3 Technologies
March 2018
5%
$194.00
$256.23
26.38%
$225.00
13.78%
2020
Defense
Shire Pharma
Febuary 2018
null
Check Point Software Tech
May 2018
2.50%
$98.00
$114.18
22.18%
$135.00
27.41%
2021/2022
Security Software
SPDR Gold Trust
May 2019
5%
$120.20
$132.20
11.31%
$127.00
5.35%
2021/2022
Hedge on Dollar
Skyworks Solutions
May 2018
5%
$95.20
$75.22
-16.06%
$125.00
23.84%
2020/2021
Semiconductors
Collective Returns
2018
47.5%
57.03%
27.27%