Hillsdale believes that successful investing is easily measured, and as such, is more of a science than art. Since investment results (outputs) are 100% measurable - whether an investor is assessing one-year return, risk, correlation or drawdown - inputs should also be 100% measurable, fully explainable and not rely in any way on art or instinct. By making rational and systematic portfolio management decisions, superior investment results can be achieved. Consistent with this investment philosophy, Hillsdale employs a fundamentally based, multi factor, systematic approach to its portfolio management decision-making process.
Hillsdale believes that by following a structured approach to portfolio management decision-making, clients can be assured that the product they purchase is the product they receive. Investment guidelines, restrictions, expectations and fundamental tolerances are clearly articulated, performance monitoring is simplified and the risk of style drift is completely eliminated. Clients can easily monitor the management of their funds.
Hillsdale believes in educating its clients about its investment strategies and portfolio management decision-making process and in telling investors the truth about when investment strategies work, when they don't work and in explaining why. Clients of Hillsdale receive full transparency, including detailed information on research processes, stock selection techniques and portfolio holdings.
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