Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

HLNE Relative to the S&P 500

HLNE Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Hamilton Lane Inc. (NASD:HLNE) seasonal charts above shows that a Buy Date of March 10 and a Sell Date of July 26 has resulted in a geometric average return of 11.85% above the benchmark rate of the S&P 500 Total Return Index over the past 8 years. This seasonal timeframe has shown positive results compared to the benchmark in 7 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 8 years by an average of 6.17% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

A word of caution: Only 8 years of data is available for shares of HLNE, perhaps insufficient to create a seasonal profile that accurately gauges the seasonal tendencies influencing the investment. Ideally, while 20 years is preferred, at least 10 years of data is required to perform a seasonal analysis that is considered to be reliable for future seasonal periods.

Hamilton Lane, Inc. is a holding company, which engages in the provision of private markets investment solutions. The firm works with clients to conceive, structure, build out, manage, and monitor portfolios of private markets funds and direct investments. It also offers the following solutions: customized separate accounts, specialized funds, advisory services, distribution management, and reporting, monitoring, data, and analytics. The company was founded in 1991 and is headquartered in Conshohocken, PA.

To download HLNE seasonal chart data, please log in or Subscribe.

Stocks mentioned in this post: HLNE