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HCM's Flex US Growth Flex US Growth is an actively managed asset allocation strategy for growth oriented US Stock Market investors. The model generally allocates 50% of the portfolio to HCM's Adaptive Leadership strategy for U.S. Equity asset classes broken down by cap size and style. Cap Size classes inclue Large Cap, Mid Cap, and Small Caps. Style classes include Large Cap Growth, Large Cap Value, Mid Cap Growth, Mid Cap Value, Small Cap Growth, and Small Cap Value. The Adaptive Leadership strategy strives to own the top cap size as well as the top two style classes. The remaining 50% of the portfolio is allocated to HCM's U.S. sector allocation strategy. The overall objective of HCM's sector allocation strategy is to overweight those sectors that are performing well on a rate of change basis and are technically healthy from a chart standpoint, and underweight those sectors that are performing poorly from the manager's viewpoint. The Flex US Growth Model also incorporates risk management strategies which allow HCM to, at the manager's discretion, increase money market and/or cash positions during weak and/or high risk market environments. Flex US Growth utilizes ETF’s as the primary investment vehicle. Portfolio reviews and reallocations are performed weekly.
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