Hg Investment Philosophy
What do we mean by “Tranche?
The Hg Capital tranche method is a bit like a personalized target date fund.
Rather than rebalancing based on a guestimated retirement date—
- We manage your investments as a series of future distributions.
Each distribution is treated as a unique tranche, or slice, of your portfolio.
Each tranche is invested based on timeframe to distribution, the market environment, and your risk tolerance.
In this way, money you need near-term will be safely and conservatively invested—
- While money you won’t need for several years can be invested for growth—based on your comfort level.
“We create objectively managed investment programs that provide diversification—across methodology, holding timeframe and asset class—beyond traditional investment philosophy.”