HCM's Individual Equity Management Programs
(The "Top Stocks" Strategies)

The "Top Stocks" Programs are actively managed, growth oriented stock models designed to “own the best and ignore the rest.” In short, our objective is to own the top rated stocks in terms of earnings strength and company and industry performance (as determined by HCM’s equity rating system).

All of the Top Stocks programs employs a disciplined stock selection method designed to identify the top rated(1) stocks within each industry. Each week, every stock in our universe, which is made up of 1600(3) of the largest, most liquid stocks traded in the U.S., is ranked in terms of earnings strength and company performance. In addition, the system ranks 10 market sectors, 20 industry groups, and 109 sub-industry groups for performance and momentum. It is important to recognize that this is NOT the typical "earnings momentum" type of formula that became so popular in the late 1990’s. Our system for determining a company’s earnings strength and performance includes hundreds of indicators and includes analysis of:

  • Earnings Estimates
  • Revisions to Earnings Estimates and Momentum of Revisions
  • Measures for Earnings Surprises
  • Upside Potential for Earnings Estimates
  • The Momentum of Company and Industry Performance

In short, only those stocks with the strongest performance and earnings strength (as defined by our rating systems) "make it" into our Top Stocks universe.

Our individual equity models provide institutional stock management strategies to individual investors. Through the use of a computerized trading platform and custodial accounts at Trust Company of America, we are able to implement strategies that once required very large minimum account sizes with as little as $25,000. HCM offers the following stock management programs:

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(1) As defined by HCM's To Stocks performance rating systems.