MBA, Carnegie Mellon University
HCB Investment Management
Investment Adviser - I am Harry Briggs of HCB Investment Management a registered investment advisory firm that I founded in 2005. My portfolio on the Covestor platform leverages my previous experience as a natural gas options trader and risk manager in the energy trading industry. During that time, I began to hone my strategy, which focused on the impact of energy price volatility on the valuations of exploration and production companies.
The Tactical Energy portfolio invests in energy exploration and production (E&P) companies. It makes its allocations based on a structured process and seeks to deliver risk-adjusted returns that may offer better value than buy-and-hold investments in the energy E&P sector.
1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.