At q4 financial, we’re excited to showcase our clients’ journeys and the strategic support we provided to help them grow. Each story highlights unique financial challenges and our tailored solutions. We’re equally committed to fostering a thriving client community, where we actively recommend our clients’ services to one another whenever possible. By connecting like-minded professionals and encouraging collaboration, we aim to support a network that empowers each business to grow and succeed together.
This month, we’d like to introduce our client, Hamilton12, an innovative investment firm founded in 2017.
From the very beginning, q4 financial has played a role in supporting their business journey. We assisted in structuring the business during its infancy, offering guidance on financial strategies and projections to ensure sustainable growth. Acting as a trusted sounding board, we provided scaffolding around the legal and financial aspects, attending key meetings to help solidify their foundation and ensure their long-term success in delivering evidence-based, systematic investment solutions. We are always excited to see the success of our clients, and would like to share their business with you all.
Hamilton 12 – Invest with confidence by relying on data and research, not speculation or emotion.
Hamilton12 was established in 2017, grounded in expertise developed at The University of Queensland in partnership with S&P Dow Jones Indices. They focus on creating investment strategies that deliver sustainable, long-term returns. Through data-driven insights and rigorous research, they construct portfolios that optimise returns based on investors’ income tax rates, while effectively managing risk and helping clients work toward their financial objectives.
The Hamilton12 Difference
Evidence-based investing
Hamilton12 adopts an investment approach that emphasises making decisions based on well-substantiated and empirically supported research and data rather than relying on intuition, speculation, or emotions. The goal of evidence-based investing is to create a disciplined and systematic investment strategy that aligns with the principles of modern finance and investment theory.
Systematic investing
Hamilton12 implements an approach to investing in which a predetermined set of rules or strategies is followed consistently over time. This approach is used to remove emotions and biases from investment decisions, creating a disciplined and methodical way of investing. Evidence-based investing provides the foundation for the rules that are established in systematic strategies. The research guides the creation of those rules, and the systematic approach ensures they’re executed consistently.
Hamilton12 Australian Shares Income Fund
Hamilton12’s Australian Equity Income Fund is designed to deliver high-franked quarterly income from a diversified portfolio of up to 100 ASX-listed companies across various industries, reducing risk and aiming to provide a sustainable income stream. The Fund is well-suited for investors seeking sustainable income and is optimised for superannuation investors, whether in retirement or accumulation phases; tax-exempt investors such as Private Ancillary Funds (PAFs), charities, foundations, and clubs; as well as various trust structures. Hamilton12’s co-founders, who are co-invested in the Fund, ensure strong alignment of interests with investors. The Fund employs a validated, evidence-based, systematic investment strategy that aligns with the Hamilton12 Australian Diversified Yield Index, which has been calculated by S&P Dow Jones Indices for over 23 years.
For more information about the fund and investment opportunities, contact Hamilton12 via their website.
