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,...
INTERVIEW SERIES: CUSTODIAN PROPERTY REIT – MARCH 2023
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...
INTERVIEW SERIES: LF HAVELOCK GLOBAL SELECT – MARCH 2023
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...
INTERVIEW SERIES: ECOFIN Global Utilities and Infrastructure (EGL) – March 2023
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...
The Minutes of the Hamilton Financial Advisory Panel – June 2022
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...
The Duties of an Executor
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 – an update
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...
HF Active Share – An investment solution for the smaller long-term saver
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 – July 1st, 2021
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..
Breakfast in Claridges
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.