About HCDORX
Hamilton Capital Dynamic Opportunity Fund is a moderately aggressive collective investment fund that primarily seeks to build retirement assets through long-term growth and risk management. The fund’s central objective is to deliver growth while limiting market losses, allowing for compounded returns that can accelerate over time. At its neutral allocation, the portfolio consists of approximately 90% equities and 10% fixed income or cash equivalents, but its asset allocation is flexible and dynamic. The management team actively adjusts allocations among global equities, fixed income, cash, and alternative assets in response to changing market conditions, always seeking relative value opportunities. The fund benchmarks its performance against a diverse mix of U.S. large-cap, mid-cap, small-cap, foreign equities, emerging markets, high yield, and core bond categories, reflecting its globally diversified approach. As a pooled investment vehicle, it is designed to support retirement savings, offering investors participation in a professionally managed, adaptive, and globally diversified portfolio.
Stock Exchange Nasdaq
Ticker Symbol HCDORX
HCDORX had a total return of 12.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.88%.
