Welcome to Hibernia
Liquid alternative equity strategies for qualified investors
We sell our products wholesale. We sell to investment advisers.
Read on to see if our flagship indexed product might meet your clients’ investment needs.
The Hibernia Small Cap Index
The Hibernia Small Cap Index is our flagship indexed equity product. It comprises 25 small cap stocks we select after assessing the issuer’s revenue during the previous calendar year. All of the stocks are issued by domestic companies and listed on domestic exchanges.
The Hibernia Small Cap Index is rebalanced annually. Our performance benchmark is the S&P 600.
We charge fees based on our strategy’s performance during the prior calendar year. The client pays us only if our strategy outperforms the S&P 600 and makes money for the client as well. We don’t charge anything if our strategy does not beat the benchmark and make money for the client.
If we meet both of those conditions during the prior calendar year, we charge 20 percent of the strategy’s outperformance.
If you don’t make money, we don’t make money, and we don’t charge fees on money our clients already have. We base our fees entirely on what we earn for the client.
The Hibernia Small Cap Index is not a fund. Client custodians hold stocks purchased on our advice. All portfolios are SMAs.
Questions & Answers
An investment strategy that comprises 25 small cap stocks that are selected based on a company’s revenues in the prior calendar year.
Yes. All are listed on NASDAQ, and all are domestic companies.
No. Every January, we apply a proprietary formula to select 25 small cap stocks for the new calendar year. The mix remains unchanged until the first trading day in the following year.
No. Clients own all 25 stocks, all of which are kept in the client’s account until the next annual rebalancing.
Because Hibernia created the index in 2022, we have no real-time performance numbers.
Yes. We have backtested the index during the 11-years between 2012 and 2022. The accounting firm Longs Peak verified our hypothetical performance numbers.
Money invested in the index without interruption during that 11-year period increased approximately 2300 percent or 23 times before fees. So, if $100,000 had been invested at the beginning 2012 and left in the account until the end of 2022, the account would have grown to $2.3 million before fees.
Note: These are hypothetical results. They do not represent real capital gains by real investors in real time. But even past performance achieved by real investors in real time would not be guaranteed. Past performance cannot predict or guarantee future performance.
Hibernia charges no fee against the portfolio. Fees are charged against profits.
Fees are charged annually if the account makes a profit and outperforms the S&P 600. Note that both conditions must pertain before Hibernia charges an annual fee.
Hibernia deals exclusively with investment advisors.
Yes. We will not accept accounts smaller than $100,000.
Yes. Investment advisors must confirm that index clients are qualified investors who can afford to lose some or all of their investments and profits.
If you have any questions, please feel free to contact us at ———- between the hours of 8:00 a.m. and 7:00 p.m. EST or EDT, or fill out the contact form.
Thank you for taking time to visit our website.