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 12/31/22. The fund's latest filing disclosed 363MM in positions, representing 146% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/22. The fund's latest filing disclosed 363MM in positions, representing 146% of the manager's regulatory AUM.
HAMILTON POINT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HAMILTON POINT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.84% | Tech | 28.32% | 0.36% | 0 | 45% | ||
| MSFT | 3.61% | Tech | 17.4% | -0.04% | 0 | 53% | ||
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FEATURED IN
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
7
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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8. A. Methods of Analysis and Investment Strategies
7
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...
Unlock Full Investment Process Description
HAMILTON POINT Portfolio Concentration
HAMILTON POINT Location
100 TIMBERHILL PLACE
SUITE 120
CHAPEL HILL, North Carolina
UNITED STATES, 27514
SUITE 120
CHAPEL HILL, North Carolina
UNITED STATES, 27514
HAMILTON POINT Contact Information
Phone Number: (919) 636-3765
Fax Number: (919) 636-3766
Website: http://hamiltonpoint.com/
Fax Number: (919) 636-3766
Website: http://hamiltonpoint.com/
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