Focusing on after-tax returns for Australian resident investors
Founded in 2017 by Dr Jason Hall, Richard McDougall and Damian Vassallo, Hamilton12 focuses on creating systematic, rules-based investment strategies designed to help investors achieve positive risk-adjusted returns at a lower cost.
We offer investors a transparent and disciplined way to increase returns, minimise risk and reduce expenses on a persistent basis. Our portfolio construction approach is grounded on rigorous theory, market segmentation and the impact of taxation on investment returns.
We believe investors are searching for fee minimisation, tax efficiency, and above-benchmark performance. We seek to provide solutions by using portfolio formation techniques grounded in theory and evidence and matched to investors' risk constraints and return expectations.