Fund Insights: Charles Heenan – Kennox Asset Management Today Andrew talks to Charles Heenan – Investment Director of Kennox Asset Management. With over 30 years’ experience in global stock markets and a distinct value* approach to global investing,...
The third in our series of interviews with our fund managers features Richard Shepherd-Cross of Custodian Property REIT (CREI). It's short but sweet. This is a commercial property fund which most of our clients hold. It was bought specifically for income with long...
Last month, we interviewed Matthew Beddall and Neil Carter of Havelock. This is how it went down I first met you both in Edinburgh when along with several other managers of small (“boutique”) funds. You made a presentation to us in the Bonham Hotel. That was at least...
Jean-Hugues de Lamaze (JHL) is lead manager of the Ecofin Global Utilities and Infrastructure fund. JHL is French and very approachable. Considering how well his fund has performed since launch in September 2016, he is incredibly grounded (the share price has...
Present: Charles Heenan (CH), Steve Plag (SP), Max Ward (MW), Andrew Hamilton (ANH) and Alex Hammond Chambers (AHC), Giles Chance (GC) In attendance: Andrew Hamilton, Peter Forrester, Malcolm Colquhoun Apologies: Simon Evan-Cooke and Anna MacdonaldAbbreviated Minutes...
I am sometimes asked for advice on what is expected of an executor. I am not a lawyer, but I have had some experience of helping friends who find themselves in this role. The main duty of an executor is to ensure that the assets of the deceased are distributed in...
The Hamilton Financial Advisory Panel was constituted 10 years ago. Chaired by Alex Hammond-Chambers, its main purpose is to stimulate thoughts on the investment challenges of the day and where appropriate, share these with our clients and on our website (under...
At Hamilton Financial we have developed – in partnership with AJ Bell Investcentre – a method by which smaller investors can profit from the same level of investment expertise as those with larger portfolios.
A nature ramble for clients and friends of Hamilton Financial to view a 20 year project to revert to a more gentle // less intensive way of farming – and in the process return some newly acquired farmland to nature..
With all the recent media focus on inflation, we felt it was important to have our own viewpoint and to share that with our clients.