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29 Nov 2023

The three factors to consider when choosing an investment manager

Ausbiz: Jason Hall and Juliette Saly discuss how equity manager selection poses as many challenges as selecting equities for a portfolio. Persistent performance against benchmarks, moderate fees, and a high degree of active bets in tandem with a systematic strategy are pivotal for future success.

The three factors to consider when choosing an investment manager

15 Nov 2023

The Influence of Franking Credits

Ausbiz: Managing Director, Richard McDougall, teamed up with Juliette Saly to explore the substantial influence of franking credits on equity income funds and their noteworthy contribution to portfolio returns.

The Influence of Franking Credits

1 Nov 2023

Why Dividend Yield Matters

Ausbiz: Hamilton12 CIO Jason Hall underscores the significance and profitability of high yield and dividend-bearing stocks for an investor's portfolio. Jason's view points out that the market's fixation on interest rates could divert investors from advantageous potentials such as dividend yields.

Why Dividend Yield Matters

23 Oct 2023

To pick a fund manager look beyond three year trailing returns

LiveWire: Selecting an investment manager is hard because we have limited data to separate skill from luck. Ranking on three years of past performance is analogous to tipping the winner of the NRL or the AFL after three rounds of competition.

To pick a fund manager look beyond three year trailing returns

18 Oct 2023

S&P's SPIVA Scorecard: 55% of equity general funds underperform to benchmark indices

Ausbiz: Hamilton12 CEO Richard McDougall explains the outcomes of equity general funds as per the S&P's SPIVA Scorecard. According to the scorecard, half of 2023 saw an underperformance of these funds in comparison to the benchmark index.

S&P's SPIVA Scorecard: 55% of equity general funds underperform to benchmark indices

4 Oct 2023

Selecting investment managers - identifying skill from luck

Ausbiz: Jason Hall challenges the practice of selecting investment managers based on their three-year performance, emphasizing its limited predictive value. He suggests evaluating expected profits, 'active share,' fee structures, and consistent performance across market conditions to identify talented managers, cautioning against overemphasizing fees.

Selecting investment managers - identifying skill from luck

20 Sept 2023

Systematic investing: decoding the value of analyst price targets

Jason Hall of Hamilton12 discusses how research shows that analyst target prices have value relevance for one to two months subsequent to their release, provided they are formed with sophisticated, unbiased analysis. To identify the most value relevant target price revisions, he stresses the need to consider the timeliness of revisions and the extent of disagreement with the market.

Systematic investing: decoding the value of analyst price targets

6 Sept 2023

Unravel the secret of the third option in investing

Ausbiz: Richard McDougall from Hamilton12 lays out a distinctive view on evidence-based systematic investing as a third option, divergent from active and passive strategies.

Unravel the secret of the third option in investing

24 Aug 2023

Unveiling the Convergence of Equity and Bond Yields!

LiveWire: Dive into the latest insights from Jason Hall on Livewire Markets' must-read article on the intersection of equity and bond yields, inflation spikes, earnings constraints, and rewarding shareholders for risk-taking.

Knowledge is power, and understanding these dynamics is crucial in today's ever-evolving financial landscape. Don't miss out on this enlightening read!

Unveiling the Convergence of Equity and Bond Yields!

23 Aug 2023

Understanding the convergence of equity and bond yields

Ausbiz: Jason Hall points out how the current circumstances are markedly distinct from 2007.

Understanding the convergence of equity and bond yields

23 July 2023

Performance of Australian high yield portfolios

LiveWire: Jason Hall shares his insights on investment diversification in this LiveWire article. Understanding the potential drawbacks of relying solely on high dividend payers, the article emphasizes the significance of diversification in safeguarding investments against risks and volatility.

Performance of Australian high yield portfolios

12 July 2023

Aussie stocks: balancing high yields, industry focus & interest rate risks

Ausbiz: Jason Hall underscores the necessity to weigh industry concentration and interest rate risks when venturing into high-yield Australian listed stocks. From his perspective, investors err by focusing solely on high yield stocks.

Aussie stocks: balancing high yields, industry focus & interest rate risks

28 June 2023

How to thrive by unleashing high yield portfolios

Ausbiz: Jason Hall discusses the performance of high yield investing in Australian-listed stocks over the last 41 years, outlining that portfolios with high yields have produced roughly a 2.3% annual advantage on returns versus the wider market with half originating from imputation benefits.

How to thrive by unleashing high yield portfolios

14 June 2023

Are investment managers performing on skill or luck?

Ausbiz: Richard McDougall discusses the S&P Dow Jones Indices Australia Persistence Scorecard for the year-end 2022.

Are investment managers performing on skill or luck?

31 May 2023

Maximising your investments in high inflation

Ausbiz: Jason Hall emphasises the significance of considering various factors while setting up an asset allocation for superannuation investors.

Maximising your investments in high inflation

3 May 2023

Why it's a stock pickers market

Ausbiz: Richard McDougall offers his perspective on the obstacles active managers face and their approaches to overcoming them.

Why it's a stock pickers market

19 Apr 2023

A tactical approach to Australian stock investing

Ausbiz: Jason Hall emphasizes the significance of constructing a diversified portfolio of Australian stocks that offer high after-tax yield and global exposure.

A tactical approach to Australian stock investing

5 Apr 2023

SPIVA Australia year-end 2022 results

Ausbiz: Richard McDougall shares his views on the S&P Dow Jones Indices SPIVA® Australia year-end 2022 results.

SPIVA Australia year-end 2022 results

29 Mar 2023

Feature Article - MBA News Australia

The Art of Failing Fast: How These MBAs Learn From Their Mistakes To Create Game-Changing Innovations.

Feature Article - MBA News Australia

27 Mar 2023

Hamilton12 appoints Apex Group for new fund launch

Apex Group, a global financial services provider, today announces its appointment by Hamilton12 to support the launch of their Australian Shares Income Fund.

Hamilton12 appoints Apex Group for new fund launch

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