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Thu, 27 July


Hub Flinders Street


Join us for a light lunch presentation where Dr. Jason Hall, Chief Investment Officer of Hamilton12, will unravel the hidden power of after-tax investing. He will introduce the Hamilton12 Australian Shares Income Fund and its adoption of a low-cost, evidence-based systematic investment strategy.

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Time & Location

27 July 2023, 11:45 am – 1:30 pm

Hub Flinders Street, Level 7/180 Flinders St, Melbourne VIC 3000, Australia

About the event

We are delighted to invite you to a light lunch presentation where Hamilton12 Chief Investment Officer, Dr Jason Hall will explain how the Hamilton12 Australian Shares Income Fund adopts the same low-cost, evidence-based, systematic investment strategy as the S&P Dow Jones Indices calculated Hamilton12 Australian Diversified Yield Index to achieve an after-tax dividend yield double that of the broader Australian share market while being exposed to a similar level of risk.

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.

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.

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