What the Fund invests In
The Fund seeks long-term capital growth by investing in the stocks of companies with:
- Superior company management
- Significant Insider ownership
- Solid financial controls
- Cash flow sufficient to Fund growth
- Unit volume growth
- Unique market position/pricing power
- Low financial leverage
Small capitalization funds typically carry additional risks since smaller companies generally have higher risk of failure.
Fund Management
The HSBC Investor Opportunity Fund Class I is part of a master/feeder fund structure and invests all of its assets in the HSBC Investor Opportunity Portfolio, which serves as the master fund. Westfield Capital Management, LLC serves as the sub-adviser to the Portfolio and manages its investments.
Consider Investing in the Fund if you are
- Seeking a long-term investment
- Looking to add a growth component to your portfolio
- Seeking potentially higher long-term returns and are willing to accept the higher risks of investing in emerging companies
The Fund will not be appropriate for anyone
- Seeking monthly income
- Pursuing a short-term goal
- Investing emergency reserves
- Seeking safety of principal