HAMILTON POINT Overview

Hamilton Point Investment Advisors Llc is an investment advisor that manages 248.6 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 159MM in positions, representing 64% of the manager's regulatory AUM.

HAMILTON POINT StockAlpha

-1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HAMILTON POINT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ROP 3.06% Industrials 1.99% -0.23% 0 6%
PCLN 2.86% Cons. Disc. 5.88% -0% 0 24%
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FEATURED IN
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HAMILTON POINT Founders and Key Employees

Name Title In Position Since
Andrew C. Burns Managing Member June-2007
Richard S. Woods Chief Compliance Officer June-2007

HAMILTON POINT Brokers, Custodians, Auditors and Administrators

Type Company

HAMILTON POINT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


8. A. Methods of Analysis and Investment Strategies



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Hamilton Point offers fixed income, equity and alternative investment strategies. Hamilton Point employs a fundamental approach as the primary method of analysis in developing investment strategies for its clients. Fundamental analysis involves evaluating the financial condition and competitive position of a company. Hamilton Point will analyze the financial condition, capabilities of management, earnings, new products and services, as well as the company’s markets and position amongst its competitors in order to determine the recommendations made to clients.

Hamilton Point seeks to construct portfolios with an emphasis on quality and diversification. The client’s risk tolerance and investment objectives are taken into account to determine the proper allocation between fixed income, equity, and alternative investments...
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HAMILTON POINT Portfolio Concentration

HAMILTON POINT Location

100 TIMBERHILL PLACE
SUITE 120
CHAPEL HILL, North Carolina
UNITED STATES, 27514

HAMILTON POINT Contact Information

Phone Number: (919) 636-3765
Fax Number: (919) 636-3766
Website:

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