About HCDIRX
Hamilton Capital Dynamic Equity CIF R is a pooled collective investment fund designed specifically for qualified retirement plans to build retirement assets through compounding high-quality absolute returns. Managed by Hamilton Capital as sub-advisor, it targets growth at reduced risk levels while limiting market losses to enable future compounding. At its neutral position, the fund maintains a conservative 70% allocation to equities and 30% to fixed income, but employs a flexible, dynamic approach by continuously adjusting across global equities, global fixed income, cash equivalents, and alternatives based on relative value opportunities. This strategy allows wide latitude in selecting asset classes, emphasizing promising investments while avoiding underperformers, and includes the ability to shift to defensive assets for capital protection and volatility reduction. Current allocations include significant holdings in U.S. Treasury bonds, large cap U.S. equity, investment grade fixed income, and cash equivalents, invested via ETFs, mutual funds, and securities like Treasury bills and mortgage-backed securities. Sponsored by Hand Benefits & Trust Company, it serves as a moderate allocation vehicle in the retirement plan market, prioritizing absolute returns evaluated over complete market cycles.
HCDIRX had a total return of 6.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.34%.
