Hines Investments
We are a family, working for families and institutions with a care.
Our approach is disciplined portfolio management investing in only conservative proven companies and investment grade bonds.
We believe in this approach 100%. We are personally invested in the same portfolio’s as our clients.
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
Global Balanced
5.53%
7.64%
7.46%
Global Dividend
9.42%
12.16%
10.35%
Global Growth
9.59%
10.42%
Hines Investments Composite Annualized Performance Returns (as at June 30th, 2024)
Portfolios Fact Sheets Global Balanced Global Dividend Global Growth
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
7.31
1.40%
0.68
6.72
3.15%
0.47
6.25
2.90%
0.56
Benchmark
9.60
9.86
8.05
10.80
2.46%
0.76
4.66%
0.59
8.95
3.60%
0.65
12.33
13.56
11.30
11.72
1.74%
0.55
10.57
0.42%
17.29
16.02
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. Benchmarks Global Balanced = 40% FTSE Canada Universe Bond Index; 30% S&P/TSX Composite Index; 20% S&P 500 Index; 10% MSCI EAFE Index Global Dividend = 50% S&P/TSX Composite Index; 25% S&P 500 Index; 25% MSCI EAFE Index Global Growth = 100% MSCI World Growth Index
Risk Stats as of June 30th, 2024