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2020 Sustainability Report

September 2020

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 2020, the report has been updated to provide our most recent evaluation of these companies’ efforts toward an updated definition of sustainability.  We believe sustainability is not just a measure of environmental stewardship, but a measure of a company’s long-term ability to adapt.  Sustainability is a broad scope of every aspect of the business, from the beginning of the supply chain to the customer.  It is important to analyze a company’s impact on its employees, customers, community, environment, shareholders and the bottom-line, as an amalgamated understanding of its ability to grow and sustain.  Furthermore, we have introduced Sustainalytics ESG ratings to our report.  These ratings focus on measuring the environmental, social, and governance risks to showcase how these factors could affect long-term investment performance.

The Hamilton Point Sustainability Matrix
This chart is a graphic representation of all companies in our Global Core Equity Strategy as of June 30, 2020. The upper right box depicts what we believe are the companies exhibiting the best sustainability characteristics, while the companies and industries that appear to be lacking in their sustainability efforts are located towards the bottom left.

View the full report here

About Hamilton Point
Hamilton Point is a Chapel Hill-based registered investment advisor managing approximately $598 million as of August 31, 2020 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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