HML places a lot of weight in predicting geopolitical effects on currency/commodities/equities and so far according to the predictions they have publicized they have been on the money and thus their earnings will map to that . I certainly think their approach is very opportunistic but it seems to work.
As with all small caps, investing comes with more risk, but for me I am after growth potential and HML fits. I expect HML to do well even while the ASX is finding its footing.
HML Price at posting:
$1.99 Sentiment: Buy Disclosure: Held