17.2.2020 Ernst Grönblom

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

HCP Focus is the most consistently top-performing equity hedge fund in the world
Security from the "Stay-at-home" Economy during the Corona Panic

The Finnish investment fund HCP Focus has been ranked as the 7th best fund in the world in its category (long-only equity hedge funds) by BarclayHedge. 

See: Barclay managed funds report 3Q 19”, page 6).

The 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 3Q 2019 –report, which was published in 10.12.2019.

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 4.536 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 376 funds.

Performance and ranking

During the 3 –year evaluation period 1.10.2016 – 30.9.2019 the Fund had an average annual return of 17,21 %. Consequently, the total return for the period was 60 %.

The Fund is currently ranked number 7 out of 376, which means that it has performed better than 98 % 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 3Q 2019 Report. Consequently, the Fund has so far been eligible for listing a total of 15 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
  • 3Q 2019 – rank: 7

During this 15 quarter period, the HCP Focus fund made it to the Top-10 -list a total of 12 times. No other fund managed to make it to the Top-10 -list this many times!

HCP Focus rankings Barclay managed funds report 3Q 19

HCP Focus vs competitors

Other interesting statistics about the BarclayHedge “Equity Long Only” Top-10 -list. During the 15 quarter period 1.1.2016 – 30.9.2019:

  • a total of 60 funds made it to the Top-10 –list at least once.
  • approximately half (34/60 funds, or 57 % of the total) of these funds managed to do it more than once.
  • one out of four (15/60 funds, or 25 % of the total) managed to do it more than twice.
  • approximately one out of ten (7/60 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 3Q 19”.)

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

(Downloading is free but requires registration.)

Fund pages: https://www.hcp.fi/en/hcp-focus/

For more information, please contact Jo Iwasaki (investor relations) at HCP. Contacts: https://www.hcp.fi/en/jo-iwasaki/

The fund accepts subscriptions four times per year. 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/

https://hedgenordic.com/wp-content/uploads/2019/10/HN_EquityReport_2019.pdf

HCP Focus is the most consistently top-performing equity hedge fund in the world
Security from the "Stay-at-home" Economy during the Corona Panic

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