Dr. Harloff is a pioneer in the area of dynamic asset allocation and he invented the concept of the Dynamic Frontier, see the feature article  "Dynamic Asset Allocation: Beyond Buy-and-Hold"  published in The Technical Analysis of Stocks and Commodities, January 1998. To see the article click here, you will need adobe acrobat reader to read it. HARLOFF's article
 

HCM's fund selection process employs a series of unique computerized programs.  This advanced technology sets us apart from other money managers who use widely published text book indicators which sometimes work and sometimes do not work.    HMC has placed an extremely high emphasis on original research and has developed a quantitative understanding of the world equity markets.  Our trading style is to invest in domestic and international mutual funds across the traditional style box (large, small, growth, value) concept.  We also invest in  funds which are based on popular indexes and have betas (leverage factors)  up to 2 which can enhance portfolio gains, or losses if wrong on the fund direction.  Funds with negative betas can go up in a down market and are allowed in tax deferred portfolios.   Harloff Capital Management  has developed aggressive investment strategies which show historically higher returns and less risk than buy-and-hold strategies and this is available on this web site. HCM's timing research
 
 

One of our proprietary indicators,  "Harloff Value Index", HVI, was invented by Dr. Harloff.

The HVI values are periodically monitored to determine the absolute HVI value of domestic and international equity and bond funds.    We try to remain invested in top performing funds.

Harloff Capital Management, Harloff Inc. and/or their affiliates and/or key employees may have positions in, and may effect transactions in mutual funds and indexes mentioned herein. The investments discussed  in this report may be unsuitable for investors depending on their specific investment objectives and financial position. The price or value of the investments to which these reports relates, either directly or indirectly, may fall or rise against the interest of investors. Harloff Capital Management, Harloff  Inc. has no affiliation with any mutual fund family or individual mutual fund.