7.11.2019 Ernst Grönblom

HCP Focus is the most consistently top-performing equity hedge fund in the world

BarclayHedge: HCP Focus ranked best equity hedge fund in the world

The Finnish investment fund HCP Focus has been ranked as the third-best fund in the world in its category (long-only equity hedge funds) by BarclayHedge.

See: Barclay managed funds report 2Q 19, page 6

Barclay Managed Funds Report

The Barclay Managed Funds Report (below: the “Report”) is published quarterly by BarclayHedge, a US-based provider of data on hedge funds and CTA’s. (Please note: BarclayHedge is not affiliated with Barclays Bank). The latest published report is the 2Q 2019 –report, which was published in 3.9.2019.

The Report contains rankings of the 10 best funds across 21 different categories, ranked by their latest 3- or 5 -year returns (depending on the category).

Eligible for inclusion in the Report are hedge funds meeting the minimum criteria for track-record (at least 3 years) and size (AUM at least 10 $M).

A total of 4.710 funds were eligible for inclusion in the most recently published Report, which means that the bulk of all the hedge funds of the world are represented.

The HCP Focus fund (below: the “Fund”) is a global, long-only equity hedge fund managed by the Finnish fund management company Helsinki Capital Partners (below: “HCP”).

In the Report, the HCP Focus fund is listed in the category “Equity Long Only”. This category consisted of a total of 363 funds.

Performance and ranking

During the 3 –year evaluation period 1.7.12016 – 30.6.2019 the Fund had an average annual return of 22,79 %. Consequently, the total return for the period was 85 %.

The Fund is currently ranked number 3 out of 363, which means that it has performed better than 99 % of its competitors.

A consistent top performer

The HCP Focus fund was launched on 30.11.2012. Consequently, the Fund has been eligible for listing since 1Q 2016. The latest published Report to date is the 2Q 2019 Report. Consequently, the Fund has so far been eligible for listing a total of 14 times.

During the period 1.1.2016 – 30.6.2019, the HCP Focus fund made it to the “Equity Long Only” Top-10 -list as follows:

  • 1Q 2016 – rank: 8
  • 2Q 2016 – rank: 4
  • 3Q 2016 – rank: 5
  • 4Q 2016 – (not in Top-10)
  • 1Q 2017 – rank: 7
  • 2Q 2017 – rank: 5
  • 3Q 2017 – rank: 7
  • 4Q 2017 – rank: 8
  • 1Q 2018 – (not in Top-10)
  • 2Q 2018 – rank: 5
  • 3Q 2018 – rank: 3
  • 4Q 2018 – (not in Top-10)
  • 1Q 2019 – rank: 1
  • 2Q 2019 – rank: 3

During this 14 quarter period, the HCP Focus fund made it to the Top-10 -list a total of 11 times. No other fund managed to make it to the Top-10 -list this many times!

HCP Focus vs. competitors

Other interesting statistics about the BarclayHedge “Equity Long Only” Top-10 -list. During the 14 quarter period 1.1.2016 – 30.6.2019:

  • a total of 59 funds made it to the Top-10 –list at least once.
  • less than half (28/59 funds, or 47 % of the total) of these funds managed to do it more than once.
  • less than one out of four (14/59 funds, or 24 % of the total) managed to do it more than twice.
  • approximately one out of ten (7/59 funds, or 12 % of the total) managed to do it more than 5 times.
  • only one single fund  – HCP Focus – managed to make the Top-10 -list more than 8 times!

(These statistics are visualized in the attached document: “HCP Focus rankings Barclay managed funds report 2Q 19”.)

All previous Reports can be downloaded here: https://www.barclayhedge.com/rankings-awards/barclay-managed-funds-report/

(Downloading is free but requires registration.)

For more information, please contact Jo Iwasaki (investor relations) at HCP.

The fund accepts subscriptions four times per year. The next subscription day is 31.12.2019. Subscriptions: https://www.hcp.fi/en/fund-subscription/

Recent articles featuring the Fund:

https://www.bloomberg.com/news/articles/2018-10-16/one-of-world-s-top-15-fund-managers-reveals-his-next-top-picks

https://hedgenordic.com/2019/04/unorthodox-value-approach-from-hcp-focus/

 

BarclayHedge: HCP Focus ranked best equity hedge fund in the world

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