Investment Management

Investment Management

At Hamilton Wealth Management, we provide our clients with an intelligent, thoroughly informed, individual approach to wealth management. In other words: we help our clients spend their time exactly the way they want.

We diversify amongst and within asset classes, with a belief in a portfolio approach, with a diverse investment selection across all asset classes to draw upon to construct portfolios. We consider ourselves fortunate that we can provide the solutions we can, as many of the fund managers and their solutions are not widely available.

Hamilton Wealth Management has an Approved Product List (APL). From this APL the asset selection for portfolio construction is drawn. No investment can be made outside of the APL without the Investment Policy Board (IPB) reviewing and signing off on this solution.

We have developed a qualitative approach which is complimented with a rigorous quantitative approach in selecting asset managers.

We invest with managers that support an asset based on its valuation, rather than speculating on an asset, ie. buying because they believe a price is going up or selling because a price is going down. At the end of the day, no-one can forecast an asset price movement in the next six to twelve months.

We personally meet with each fund manager on the APL on a regular basis to assist in reviewing, recommending or excluding funds. Portfolios remain diversified across asset classes at all times, and through Tactical Asset Allocation (TAA) gradual asset allocation shifts are approved by the IPB.

We take a real, not relative return perspective, tuning out on claims that a company, or sector, or fund is a sure way to achieve outperformance, maintain a healthy scepticism at all times combined with realistic expectations.

In formulating and utilising solutions, we look at the following:

  • What is the fund’s investment objective? Is this clearly understood?
  • Has the fund consistently pursed its strategy (no style drift)?
  • What are the risks?
  • Quality of the fund’s management and are their own funds invested?
  • What are the fees?
  • How long has the fund been operating?
  • Performance, both long and short term?

Client portfolio construction will always be built around the client’s objectives, values and risk assessment.

Send us an enquiry or call +61 3 9275 8888 for more information on investment management.