Dr. Jason Hall
Chief Investment Officer & Co-founder
Jason’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, Jason has been widely recognised for his work on imputation credits. Jason has derived expected share market returns from analyst earnings forecasts; measured analyst forecast accuracy; quantified the risk-reward implications of industry sector rotation; and modelled retirement income streams. Additionally, Jason’s work on valuation has been relied upon by companies listed on the Australian Securities Exchange, and by Australian state and federal government agencies.
Prior to co-founding Hamilton12, Jason was a director of the consulting firm Cardinal Economics & Finance. Jason’s previous experience is as a director of Frontier Economics, senior lecturer in finance at The University of Queensland Business School and equity research analyst at Credit Suisse.
Jason is also 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.