Established in 2017, Hamilton12 manages investors' money with the same discipline, and the same risk culture, the founders apply to their own. The founders are invested in the Fund, alongside its investors.
JHJason's knowledge of value-based investing, analyst earnings forecasts, and the value of dividend imputation credits forms the basis of stock selection for the Fund. For more than 20 years he has been widely recognised for his work on imputation credits: deriving expected share market returns from analyst earnings forecasts, measuring analyst forecast accuracy, quantifying the risk-reward implications of industry sector rotation, and modelling retirement income streams. His work on valuation has been relied upon by companies listed on the ASX and by Australian state and federal government agencies.
Prior to co-founding Hamilton12, Jason was a director of the consulting firm Cardinal Economics & Finance, a director of Frontier Economics, senior lecturer in finance at The University of Queensland Business School, and equity research analyst at Credit Suisse. He is a lecturer in finance at the Ross School of Business, University of Michigan, and a board member of the CFA Society Detroit. He completed his PhD in Finance at The University of Queensland and is a CFA charter holder.
RMWith over two decades of experience in financial markets, Richard has held pivotal advisory and executive positions in banking and investment firms, both domestically and internationally. Before co-founding Hamilton12, he served as a Director at the Westpac Group, guiding Private Bank clients on investment decisions. Before Westpac, Richard was Queensland State Manager for Morgan Stanley Wealth Management, establishing its wealth management presence in Queensland following the global acquisition of Smith Barney from Citigroup.
Richard has also held the position of Director at UBS Wealth Management and served as Australian General Manager for Currencies Direct, a UK-based foreign exchange broker and international payments provider. He contributes as Chair of the UQ Institute for Molecular Bioscience Advisory Board, and holds a Bachelor of Laws and Commerce from Bond University and an MBA (Hons) from The University of Queensland.
DVDamian oversees the firm's operating platform, governance framework, and non-investment risk management. With over 20 years of international experience, he combines deep financial acuity with institutional-grade operational discipline to keep the firm scalable, resilient, and regulator-ready.
A proven growth leader, Damian co-founded Healthia Limited, playing a pivotal role in its consolidation and $26M ASX listing in 2018 and its strategic growth through to acquisition by Pacific Equity Partners for $260M in 2023. He previously served as APAC and Middle East Director for Honeywell Process Solutions, managing a significant regional P&L across critical infrastructure sectors. Damian chairs the Advisory Board of Products For Industry (PFi), serves as Deputy Chair of the Brisbane Archdiocesan Services Council and Member of the Archdiocesan Finance Council, holds an MBA from the University of Queensland (Director's Award for Leadership, 2007; MBA Alumni Ambassador Award, 2025), and is an Adjunct Senior Fellow at UQ's School of Mechanical and Mining Engineering.
Advisors spanning academia, investment and trustee governance support the Fund's research and oversight.
AWDr Adam Walk is a financial economist with around 25 years' experience in investment, governance, and risk management appointments at organisations such as Myer Family Company, QIC, QSuper, and Bank of Queensland. Adam is a Co-Founder and Director of Drew, Walk & Co. His current governance roles include being trustee director, chair of the Risk Committee, and member of the Board Investment Committee and the Audit and Finance Committee at Rest Super.
His research has been published in journals including the Journal of Portfolio Management and the Journal of Retirement, and he co-authored the monograph Investment Governance for Fiduciaries, published by the CFA Institute Research Foundation in 2019. He received his PhD in financial economics from Griffith University.
TKProfessor Tim Kastelle is Professor and Director of The University of Queensland Andrew N. Liveris Academy for Innovation and Leadership, whose mission is educating students with demonstrated leadership prowess, a passion for sustainability and the potential to solve problems through large-scale innovation.
Tim's research, teaching and engagement work are based on his study of innovation management. He graduated from Princeton University with a degree in economics, completed his MBA and PhD at UQ, and has published widely in the leading innovation journals. He writes a well-regarded innovation blog for managers and has developed innovation and leadership programs with organisations including CSIRO, CSR, Meat & Livestock Australia, Teys Australia, Logan City Council, and Metro South Health.
HWAs Head of RE & Trustee Services at K2 Asset Management Ltd, Hollie has over 25 years of experience in the financial services industry, spanning roles from fund operations to ASX listings. Her expertise includes launching funds across multiple asset classes and ensuring their long-term support. Hollie continues to support products in both the wholesale and retail Australian market, in the listed and unlisted space.
Hamilton12 was founded on a simple observation: what truly matters to investors is the return they keep after tax. In an industry where identifying long-term, outperforming managers is notoriously difficult, we remove the guesswork. Rather than making subjective predictions about what might happen tomorrow, we rely on what can be validated today using decades of empirical data and academic research. By channelling these insights into a simple, repeatable, and diversified framework, we aim to increase the probability of outperforming our benchmark over time and to deliver the outcomes investors expect.
