Approach to Investing

Our investment philosophy is deceptively simple:
We invest in innovative companies
while controlling risk.

The HMS Investment Philosophy is built upon the core belief that long term economic cycles have more impact on the success of the portfolio than any other factor.  Over the long term, 78% of the stock market's price is directly correlated to demographically-driven economic cycles. [Ned Davis Research]   We believe companies that provide solutions to shifting demographic challenges will emerge as the economic leaders of tomorrow.

As we face pronounced changes over the next twenty years, many of today's market leaders will either rise with the shifting tides or sink into economic irrelevance.  At HMS, we believe investing in a diversified portfolio of innovative leaders is the real definition of risk management.  These innovative and future economic leaders help protect your wealth from obsolescence.

But obsolescence isn’t the only risk in the market.  Every asset carries its own risks.  What might be an appropriate amount of risk for one person is totally unacceptable to another.  We help you determine what amount of risk is right for you.

Three Keys to a Successful Investing Experience

Knowing Which Asset Classes Make Sense

Knowing What to Buy

Knowing When to Sell


If you'd like to learn more about how our investment processes can help you meet your financial objectives, please click here.

 



We believe companies that provide solutions to shifting demographic challenges will emerge as the economic leaders of tomorrow.