Hamilton Point welcomes a new intern for the summer, Gabriel Pardo, from the International Development Policy program at Duke University. Gabriel is conducting a “sustainability audit” and will report on all of Hamilton Point’s Global Core stocks with regard to sustainability and other environmentally sensitive initiatives.
“We fully recognize the investment opportunity created by the sustainable resource management ‘mega trend’ and look forward to the valuable research that Gabriel will contribute,” explains President and Chief Investment Officer, Andrew C. Burns. “While higher energy prices dampen some aspects of the economy, they bolster business plans geared toward alternative energy sources and solutions.”
Many of Hamilton Point’s Global Core holdings sell products related to wind power, water desalination and high efficiency controls. Hamilton Point also owns a focused fund which invests in companies which garner more than 50% of revenues from “cleantech” innovation. The firm also recently added to the Global Core Buy List, four companies which improve the productivity of farmers, surveyors and utilities.
Hamilton Point conducts original, in-house research into economic trends and the financial statements of public companies. It invests in individually purchased bonds, stocks and funds for investors with a minimum targeted investment portfolio of $1 million who want to personally know and have regular interaction with their money manager. Hamilton Point’s diversified strategy employs equity investment indicators such as strong management, balance sheet /debt capacity and a favorable comparison of public valuation with Hamilton Point’s proprietary analysis of a “going private” value.
Hamilton Point offices are located at 120 Timberhill Place in Chapel Hill. Appointments can be scheduled by calling (877) 636-3765. In addition, visitors to the firm’s website, www.hamiltonpoint.com, can read past investment alerts and elect to receive future issues of client newsletters.
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