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Hughes Capital Management, LLC (HCM) is a fee-only registered investment advisor based in Edmond, Oklahoma. It was founded by Devin L. Hughes, CFA, who taught Advanced Topics in Investments at the University of Oklahoma for six years, where he graduated Summa Cum Laude (4.0 GPA) with dual majors in Finance (Outstanding Senior) and Risk Management.
Hughes Capital Management tailors individualized, diversified portfolios for clients based not only on the best academic evidence but also the risk capacity and tolerance of each individual client. While every client is unique, most portfolios focus on one of three objectives, or a combination thereof:
Hughes Capital Management takes a much different approach. Equities Contrary to what many investors believe, numerous academic studies have shown that, given a sufficient investment horizon, Equities are the safest asset class.
You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all Hughes Capital Management strategies have the possibility of loss. Past performance is no guarantee of future results.
The System synthesizes the best of both academic theory and rigorous real-world evidence to provide the bedrock of each client’s portfolio, especially those with a goal of Capital Appreciation.
There is risk in any investment in traded securities, and all Hughes Capital Management strategies have the possibility of loss. Past performance is no guarantee of future results. Contact Info
At HCM, we follow these findings and see allocations to both Value and Momentum as essential to any account dedicated to Capital Appreciation. Quality (Profitability/Investment) In 2014 Fama and French updated their 3 Factor Model (Beta, Size, and Value) to a 5 Factor Model (Beta, Size, Value, Profitability, and Investment).
How about a client transitioning from Capital Appreciation to Preservation? To answer those questions, we need to know how much Risk OBIOX assumed in achieving those stellar results. Morningstar provides a variety of risk metrics under their Ratings & Risk tab.
Our latest worth sharing on the current political chaos leading to market turmoil:
There is risk in any investment in traded securities, and all Hughes Capital Management strategies have the possibility of loss. Past performance is no guarantee of future results. Contact Info