May 21, 2012 -- Updated February 20, 2012 12:24 HKT
The Best Managed Equity Portfolio
Working with some of the World’s largest financial institutions HCM’s goal is to provide portfolio returns that exceed the S&P 500 Index benchmark while providing lower volatility of returns than the benchmark.
This model is designed as a growth portfolio to serve investors with higher risk tolerances. The intended objective of the allocation is to provide high capital appreciation. The strategy utilizes several asset classes and a combination of individual equities and Exchange Traded Funds (ETF). We utilize domestic and international equities exhibiting consistent earnings growth, reasonable valuation, and sustainable above-average return on capital. We screen for companies with strong balance sheets and strong growth prospects.
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We adjust equity portfolios by overweighting sectors poised for better performance relative to other market sectors, and we regularly reassess “buy” rated equities for relative valuation, earnings quality, and positive earnings expectations. This portfolio may be utilized in conjunction with a high quality fixed income portfolio. This portfolio will be managed with a secondary but conscious consideration for possible tax effects of securities sales.
Heffernan Capital Management (HCM) offers managed equity portfolios for both institutions and individuals. The Heffernan Capital Management Equity Portfolio HCMEP is a full discretionary managed portfolio of a diversified group of stocks. The stocks that are included in the Portfolio represent HCM’s top recommended stocks.
Who should consider a HCMEP?
Persons who find it difficult to manage their equity portfolios on a day to day basis should consider the HCMEP. Further, the HCMEP is for individuals and institutions who would like to pursue a medium to long term equity strategy.
- Clients own the stocks purchased on their behalf
- Accounts can be financed with either current stock holdings or cash
- Equity commission charges are waived.
- Dividends credited to your account
- Client statements are available at anytime
- A personal financial advisor is assigned to your account
- Lower investment management fees than similar type products.
- Significantly lower fees
- Ownership of stocks
- More transparent management
- Ability to use existing stockholdings to fund the MMEP rather than cash
- Access to a personal account executive
Contact us for more information
Shayne Heffernan
Shayne Heffernan oversees the management of funds for institutions and high net worth individuals.
Shayne Heffernan holds a Ph.D. in Economics and brings with him over 25 years of trading experience in Asia and hands on experience in Venture Capital, he has been involved in several start ups that have seen market capitalization over $500m and 1 that reach a peak market cap of $15b. He has managed and overseen start ups in Mining, Shipping, Technology and Financial Services. www.livetradingnews.com
Services
Brokerage, Investment Management, Investment Banking, Emerging Markets, Mergers and Acquisitions
Managed Trading Accounts, Equities, Commodities, Forex
For More Information Contact
Linda Johnson,
Business Development Director – Private Client Group,
Heffernan Capital Management
Sales@Heffcap.com
Singapore
3 Raffles Place #07-01
Bharat Building Singapore 048617
Tel: +65 6329 6408
Fax: +65 6329 9699
Email : info@heffcap.com
Bangkok
Suite 53 Athenee Tower
63 Wireless Road,
Lumpini, Pathumwan,
Bangkok 10330 THAILAND
Email : info@heffcap.com
New York
347 5th Avenue, Suite 1402-508 NY, NY 10016
Email : info@heffcap.com
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