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Hines Investments

  • Hines Investments
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Hines Portfolios

Address First Sarnia Place, 201 N. Front Street Suite 505 Sarnia ON, N7T 7T9
Telephone Number (844) 887-4995
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Hines Portfolios

The heart of our investment philosophy is to strive for the right balance between safeguarding wealth and prudently increasing it. We believe in investing in large cap equities, who are market leaders in their respective categories, and investment grade fixed income securities.

Foremost, our guiding principle is on the protection of capital that the client has entrusted to our management. Our viewpoint is simple. There are two types of losses we can present to a client: the loss of capital, or the loss of opportunity.

If we protect the capital, there is always another opportunity!

 

OUR RETURNS

Mandate

YTD

1YR

3YR 

5YR

10YR

Global Balanced

0.05%

7.73%

8.90%

7.98%

8.42%

Global Dividend

2.37%

14.19%

13.89%

11.44%

11.17%

Global Growth

-6.55%

10.71%

9.60%

11.86%

 

 

Hines Investments Composite Annualized Performance Returns (as at Mar 31, 2022)

 

Risk Statistics

 

Our goal is to achieve lower volatility (σ), take on less risk than the market (β), and add value through stock selection (α) to achieve superior returns.

 

For example, in our Global Dividend, using the annualized 5 year statistics, we are:

 

  • 30% less volatile than the market (8.04/11.59-1)
  • 45% less risk than the market (0.55/1-1)
  • 6.04% value added through higher risk adjusted returns than market

 

 

Mandate

1YR

3YR

5YR

σ

α

β

σ

α

β

σ

α

Β

Global Balanced

4.64

3.90%

0.56

5.36

6.75%

0.24

5.55

5.02%

0.39

Benchmark

5.94

   

9.06

   

7.99

   

Global Dividend

6.80

4.94%

0.68

8.07

7.65%

0.45

8.15

5.55%

0.54

Benchmark

7.30

   

13.43

   

11.82

   

Global Growth

11.22

4.85%

0.63

9.81

-0.31%

0.59

10.04 1.48% 0.67

Benchmark

15.67

   

14.47

    13.30    

 

σ = Standard Deviation – Gauge of risk that measures total volatility. Higher standard deviation means more volatility
α = Alpha – Measure of return that cannot be attributed to the market. PM’s risk adjusted return compared to benchmark
β = Beta – Return attributed to market movements. Beta of less than 1 is less risky then the market.

 

Risk Stats as of Mar 31, 2022

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.