(Please note that this is automatic translation from a Finnish language) The portfolio of the HCP Focus fund underwent a…
Video interview with Pasi Havia
HCP Quant's fund manager Pasi Havia was interviewed by French investor Rémi de Truchis de Varennes. Year 2021 HCP Quant…
HCP Quant 2/2021 +11.02% | Value stocks came back with a bang
The rotation to value stocks continued in February, which was also reflected in the substantial growth of the HCP Quant…
Huya – Gaming is the gold rush of the digital age
Gaming is the gold rush of the digital age The popularity of gaming has grown immensely. It was not long…
HCP Quant 1/2021 +3.59% | The Rise and Fall of WSB?
January was favorable for HCP Quant, and the cycle supporting value stocks continued. The first few months of the year…
HCP Quant 8/2020 +0.34% | How would a coronavirus vaccine affect investors?
HCP Quant increased +0.34% in August. Benchmark index MSCI ACWI SMID Value Total Return performed better and increased +3.88% in…
HCP Quant 5/2020 -2,99% | Small-cap value stocks in recession turnarounds | Fund’s country allocation
HCP Quant’s value decreased -2.99% in May. Comparison index MSCI ACWI SMID Value Total Return increased +2.26% in euros. US S&P…
Focus’s portfolio companies announced their results and the stocks hit an all-time high
HCP Focus has a strong earnings season – read the portfolio manager's comments by each company The earnings season that…
HCP Quant 4/2020 +11.43% | Small companies turn around faster than whales
In April, markets surprised with their strong upswings and downswings. Stocks rallied all over the globe. The HCP Quant fund…
Stormy Markets and New Winds in HCP Focus Fund Management
Welcome to read the HCP Focus fund's investor letter for Q1 2020! In the coronavirus, the world has faced a…