| HSMP Composite Performance as of 6/30/2023 | |||||
|---|---|---|---|---|---|
| YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Annualized | |||||
| HSMP Composite (net) | 8.6% | 19.3% | 12.5% | 12.1% | 12.7% |
| S&P 500® Index | 16.9% | 19.6% | 14.6% | 12.3% | 12.9% |
| HSMP Composite Performance as of 6/30/2023 | ||
|---|---|---|
| Since Inception 4/1/07 | Since Inception 4/1/07 | |
| Annualized | Cumulative | |
| HSMP Composite (net) | 11.6% | 495.5% |
| S&P 500® Index | 9.5% | 334.5% |
Note: Composite monthly performance (net-of-fees) since inception (4/1/07) through 6/30/23. Performance results include the reinvestment of dividends and other earnings. Past performance is not indicative of future results. Performance is expressed in US dollars. Please refer to Disclosures and our Firm Brochure (ADV Part 2A) for more information about our Firm, strategy, fees, and risks.
S&P 500® Index is a registered trademark of Standard and Poor’s Financial Services LLC, a division of the McGraw-Hill Companies, Inc. Standard & Poor’s is the owner of the trademarks, service marks, and copyrights related to its indexes. Standard and Poor’s does not endorse, promote, or sponsor HSMP.
Investing in securities involves significant risks, including the risk of loss of the original amount invested. Some material risks applicable to our investment strategy include (listed alphabetically): Active Management Risk, Concentration Risk, Equity/Foreign Securities Risk, General Economic and Market Conditions Risk, Liquidity Risk and Market Capitalization Risk. This does not list every potential risk associated with our investment strategy. See material risks applicable to our investment strategy and important information and disclosures regarding our Firm at www.hsmanage.com/disclosures/ and our Firm Brochure (at www.hsmanage.com/documents/ or upon request at 212-888-0060. There can be no guarantee that investing with us will be profitable. Past performance is not indicative of and does not guarantee future results.