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Thu, 09 Nov


The Atrium, UQ Brisbane City

Navigating Investment Realities

Active vs. Passive Investing and SPIVA Insights

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Navigating Investment Realities
Navigating Investment Realities

Time & Location

09 Nov 2023, 11:45 am – 1:30 pm

The Atrium, UQ Brisbane City, 308 Queen St, Brisbane City QLD 4000, Australia

About the event

We are delighted to invite you and your guest to a light lunch presentation where Hamilton12 Managing Director, Richard McDougall will cover the following:

Active vs. Passive Investing and SPIVA Insights

  • Introduction to Active v Passive Investment Debate.
  • SPIVA Unveiled: Understanding S&P Indices Versus Active Reports.
  • Explaining why most active fund managers underperform most of the time.
  • Analysing why underperformance tends to worsen with longer observation periods.
  • Delving into the lack of persistence in good performance from active fund managers.

'After-Tax' Evidence-Based Systematic Investing

  • Introduction to 'After-Tax' Evidence-Based Systematic Investing.
  • The Superiority of After-Tax Investing: When and Why.
  • Introduction to the Hamilton12 Australian Shares Income Fund.

Speaker Bio: Richard McDougall - Hamilton12 | Managing Director

Richard’s experience in financial markets spans more than 20 years having held advisory and executive roles with banking and investment firms both domestically and abroad. Prior to co-founding Hamilton12, Richard was a Director at the Westpac Group where his insight and experience helped its Private Bank clients make informed investment decisions. Before joining Westpac, Richard was the Queensland State Manager for Morgan Stanley Wealth Management and a Director of UBS Wealth Management.​​​

Richard holds a Bachelor of Laws and Commerce from Bond University and a Master of Business Administration (Hons) from The University of Queensland.

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