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2019 Sustainability Report

July 2019

Chapel Hill, NC – In 2008, Hamilton Point released its first Sustainability Report to assess and document the environmental impacts of the companies recommended in our Global Core Equity Strategy. For 2019, the report has been updated to provide our most recent evaluation of these companies’ efforts toward sustainability. At Hamilton Point, we believe that financial markets play an important role in shaping the economic, social and environmental landscape of tomorrow. As investment advisors, we must thoroughly consider these effects as we make responsible investment decisions. Our first and foremost priority is to serve the fiduciary needs of our clients; therefore, equity recommendations are made with the goal of maximizing returns while minimizing risk. Nevertheless, we feel that a company’s willingness to evaluate, innovate and streamline its operations in order to become more environmentally conscientious is a powerful indicator of its capacity to adapt and grow as a business, respond proactively to challenges and succeed in a competitive atmosphere.

The Hamilton Point Sustainability Matrix
This chart is a graphic representation of all companies in our Global Core Equity Strategy as of June 30, 2019. The upper right box depicts what we believe to be the highest-rated companies, while the companies with Poor ratings are located to the bottom left.

Sustainability Matrix

View the full report here.

About Hamilton Point
Hamilton Point is a Chapel Hill-based registered investment advisor managing approximately $488 million as of June 30, 2019 for wealthy families and non-profits. Because they are not affiliated with any banks or insurance companies, the team is able to focus exclusively on managing money and not selling insurance, annuities or other financial “products.”

Hamilton Point is registered with the U.S. Securities and Exchange Commission with its principal place of business in the State of North Carolina. Registration does not imply a certain level of skill or training. A full description of Hamilton Point and its investment strategies and advisory fees can be found in Hamilton Point’s Form ADV Part 2.


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