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Hamilton Chase Global Capital
Investments Fund

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The Fund invests in established, large-cap, companies on the ASX and Dow Jones. Hamilton Chase Pty Ltd is appointed as the Investment Manager, and is supported by an independent trustee, and an investment committee of notable financial and investment professionals.

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Investment Objectives

The Fund targets returns of 3% above the benchmark through medium-term investments in a select portfolio of companies. These companies are at the pinnacle of their market, and expected to hold this position into the foreseeable future.​

Objecvtives

Investment Philosophy

The Fund takes a five-10 year view of investments, with a strategy of holding quality equities with a light-touch. The portfolio is expected to house no more than 15-20 equities across core market sectors: technology, medical and health, infrastructure, financial services, debt, and insurance.  
 

There are no plans for the Fund to gear investments. However, should the opportunity demand it, the Fund’s mandate permits the Investment Manager to acquire assets with a gearing capped at 50%.
 

Conservative management of the Fund’s portfolio aims to achieve lower-than-average investment risk and volatility. Hamilton Chase’s investment team is aided in this by Conquer; a proprietary investment technology, in which Hamilton Chase has made substantial investments during the last decade.

Investment Philosophy
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Conquer

Conquer is Hamilton Chase’s proprietary software platform, designed to instantly analyse a century’s worth of data from over 22,000 listed instruments, and more than 780 fields. The software aids in de-risking asset choices and identifying undervalued stocks and commodities. This platform combines our expert systems, data mining and mimicking, coupled with AI capabilities and investment strategies, and is integral to the operations of the Hamilton Chase Global Capital Investments Fund.

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Conquer

Investment Committee

The investment committee is composed of professionals with expertise in funds management, banking, legal, and accounting. This committee, along with its decision-making process, is supported by leading experts, including six global research houses and our proprietary expert systems, which have been developed over 15 years with an investment of more than 25 million AUD.

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Paul Huggins
 

Ken Lewis
 

Investment Committee
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Co-investment

The Huggins Family Office has seeded the Fund with a significant capital infusion, and has made a commitment to remain a major investor in the Fund throughout its lifetime. 

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Co-investment

Investing in the Fund

The Fund is open exclusively to wholesale investors. The minimum investment is AU$500,000. New investment capital will only be accepted when the Fund is positioned to deploy that capital in line with its mandate and investment criteria.​

Investing in the Fund
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Register Your Interest

Please complete the form. We will respond within three working days.

TRUSTEE

Melbourne Securities Corporation Limited
ACN 160 326 545
AFSL 428289

INVESTMENT MANAGER

Hamilton-Chase Pty Ltd
ACN 614 420 807
Authorised representative number 001253335 of Momentum Wealth Management Corporation Pty Ltd ABN 86 168 372 870 AFSL 454895 

Register Your Interest
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