This insightful new publication from Institutional Investor’s top quantitative research firm continues J.P. Morgan’s validation of the unique alpha and portfolio outperformance of the Human Capital Factor®. A few notable quotes from this latest report:
“The HCI* exhibits a perfect track record for calendar year performance, outperforming the benchmark in every single year of our sample. While it only did so marginally in three years the overall performance record for this period is stellar. Even in ’24 YTD, it has managed to outperform a benchmark that has so far returned in excess of 20%.”
*Note: HCI (Human Capital Index) is the underlying index of the NYSE Listed ETF - HAPI
“The Human Capital Factor (HCF) continues to deliver strong performance, with an annualised excess return of +4.3% over the full sample (since 2009).”