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It’s Okay to Talk About it …

“Sell with Zell,” my first investment newsletter which I penned in the spring of 2007, urged investors to follow the actions of Sam Zell, who made headlines when he sold his real estate empire given frothy market valuations. In that letter, I freely discussed U.S. elections and Fannie Mae’s impact on the housing market. (Can […]

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2023 Year in Review

After an eventful year in the markets, we thought it would be helpful to reflect upon much of what transpired. The 2023 Year in Review chartbook highlights some of the pictures that we find most interesting from the past year.  We attempt to make some forward-looking observations as well, but as the great Yogi Berra […]

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An Eye on Sustainability

At Hamilton Point, we believe that financial markets play an important role in shaping the economic, social, and environmental landscape of tomorrow. We feel that a company’s willingness to evaluate, innovate, and streamline its operations in order to become more environmentally, socially, and culturally 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.

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Hamilton Point’s proprietary newsletters address matters of macroeconomics, stock valuation and quality as well as expose Wall Street foibles. For more than 20 years, these insights have sought to educate our clients about what they own and why.