Hines Investments
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
3YR
5YR
10YR
Since Inception
GlobalBalanced
5.69%
7.19%
7.34%
Global Dividend
11.07%
12.13%
10.40%
Global Growth
11.49%
10.51%
12.63%
Hines Investments Composite Annualized Performance Returns (as at March 31st, 2024)
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:
σ
α
β
Β
Global Balanced
7.02
0.92%
0.67
6.56
2.79%
0.46
6.11
0.55
Benchmark
9.52
9.85
7.98
10.39
2.76%
0.75
9.74
4.62%
0.58
8.78
3.58%
0.64
12.27
13.72
11.25
11.49
3.48%
0.54
10.57
1.01%
17.42
16.10
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 March 31st, 2024