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Our Investing

Investing Strategy

We manage a long-only, concentrated portfolio of U.S. equities and analyze financial statements to evaluate potential investments based on portfolio strategy. We employ valuation techniques based on top-down market analysis and intrinsic valuation models.

How We Operate

The HCIC is divided into five research sectors, each focusing on a particular segment of the market. Investment opportunities are identified and discussed by club members at weekly meetings, researched by the respective sector members, and presented for investment by these members to the club. Four dedicated senior analysts elected to serve as money managers work with the club President to evaluate each presented security based on the IPS to make final purchase decisions. 

Leadership

Meet Our Leaders

Sam Swisher

Sam Swisher

President

George Accola

George Accola

Vice President

Dylan Hughes

Dylan Hughes

Treasurer

Isaac Estabrook

Isaac Estabrook

Secretary

Thomas McGarrity

Thomas McGarrity

Money Manager

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