Videos • January 10, 2025
The Importance of Management Teams
What makes a company investment-worthy? SMCO Portfolio Manager Tom Maher shares key indicators he looks for, including the company management team itself. Key signals? Operating margins, balance sheet discipline, and whether management's actions一across growth, profit, and M&A一align with his understanding of their strategy.
Related Resources
Decks and Factsheets
Tactical Income Strategy
Take a deep dive into HCM's Tactical Income Strategy with a deck & factsheet on portfolio construction, risk-return profile, performance, & more.
Last Updated June 30, 2025
Decks and Factsheets
Dividend & Yield Strategy (DIVYS)
Take a deep dive into HCM's Dividend & Yield Strategy with a deck & factsheet on portfolio construction, risk-return profile, performance, & more.
Last Updated June 30, 2025
Decks and Factsheets
Small and Mid Cap Opportunities Strategy
Take a deep dive into HCM's Small and Mid Cap Opportunities Strategy with a deck & factsheet on its portfolio construction, performance, & more.
Last Updated June 30, 2025