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—
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While money you won’t need for several years can be invested for growth—based on your comfort level.