HCP Quant

QUANTITATIVE VALUE INVESTING FUND WHERE INVESTMENT ARE BEING SIEVED FROM TENS OF THOUSANDS OF COMPANIES WITH AN UNIQUE ALGORITHM.

Fund Strategy

The HCP Quant fund uses quantitative methods to pick stocks. The fund invests globally in emerging and developed markets, in small and mid-size companies. The fund selects the best from tens of thousands of companies, investing in companies that are undervalued based on several objective measures. This kind of systematic quantitative investing method has been proven to beat the market in the long run.

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Fund Performance

The returns are net returns (returns after fees)

Please note that past performance is not indicative of future performance. The HCP Quant strategy commenced operations 4.10.2010, and the strategy has been operating under a mutual fund structure since 30.6.2014. The returns for the period 4.10.2010–30.6.2014 are gross returns (returns before HCP’s fees). The returns after 30.6.2014 are net returns (returns after all fees). The return numbers are audited. All returns are calculated in euros.

The returns are net returns (returns after fees)

Please note that past performance is not indicative of future performance. The HCP Quant strategy commenced operations 4.10.2010, and the strategy has been operating under a mutual fund structure since 30.6.2014. The returns for the period 4.10.2010–30.6.2014 are gross returns (returns before HCP’s fees). The returns after 30.6.2014 are net returns (returns after all fees). The return numbers are audited. All returns are calculated in euros.

Allocation by industries

The past valuations of HCP Quant fund’s fundamental metrics (TTM)

The valuation of HCP Quant fund by each fundamental metric at the turn of last month (TTM)

Articles and Interviews by the Portfolio Manager

HCP Quant Investor Updates

Interview with HCP Quant Portfolio Manager: investment criterias

PORTFOLIO MANAGEMENT TEAM

HCP Quant’s Portfolio Manager Pasi Havia

I am the author of one of the most popular investing blogs in Finland. In 2011 and 2014, Cision, which is a leading global provider of media solutions, ranked my blog “Kohti taloudellista riippumattomuutta” (Towards financial independence) as the second most popular economics blog in Finland. In my first book “Erilainen ote omaan talouteen – Vapaus, onni ja hyvä elämä” (A different take on personal finance – freedom, happiness and good life), which was published in 2014, I cover the relationship between money and happiness and discuss the role that money and consumption play in our lives. The book offers building blocks to improve one’s personal finances through different saving and investing methods.

The investment strategy employed in the HCP Quant fund combines computer modelling and financial theory. It comes naturally to me to form a comprehensible and usable concept from complex and chaotic things. My strengths in investing are a strong understanding of probabilities and being rigidly systematic. In investing, nothing is certain, but some scenarios are more likely to happen than others. With the HCP Quant strategy, the portfolio is exposed to positive impacts in the future with a high probability.

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Toivo Toikka

Analyst

Toivo Toikka
Head of Fund Administration

Tommi Kemppainen

Portfolio Manager’s Deputy

Tommi Kemppainen
CEO, HCP Black’s Portfolio Manager

Portfolio Manager’s Twitter