Hamilton Capital Global Financials Fund LP

For Canadian accredited investors only

If you would like to invest either directly or through an investment advisor, please email info@hamilton-capital.com for subscription documents and instructions.

Highlights1
  • Actively managed portfolio of global financial services stocks
  • Cumulative return of ~48% since inception
  • Cumulative outperformance in all but one of 53 months since inception vs. the global financials2  
  • Outperformed in 15 of 23 down months for the global financials, or 65% of the time
  • Managed by Rob Wessel, Jennifer Mersereau, Babak Assadi, and Chris Dewey
Geographic and Subsector Exposures3

1. All returns are since inception (October 15, 2012) and as of April 30, 2017.
2. The S&P Global 1200 Financials Index (“SGFS”, “Global Financials”) is a sub-set of the S&P Global 1200 Index of those companies classified as financials by GICS. This index is referenced as HCGF’s primary strategy is to invest, long and short, in the equities of global financial services companies. In addition, it is intended to provide investors with a comparison to the returns and volatility present in the financial services subsector of the equity markets. HCGF does not invest in all or necessarily any of the securities that compose the index.
3. As at May 1, 2017, as a percent of net asset value.

Objective

Hamilton Capital Global Financials Fund LP (HCGF) is Hamilton Capital’s long-biased, global financials-only pooled fund. Its objective is to maximize returns by capitalizing on our “best ideas” within the global financial services sector.

Subscribe for Insights

Stay current on Hamilton Capital’s views on the global financial services sector by signing up to receive our Insights in your inbox.

Are you an accredited investor?

Products offered by Hamilton Capital Partners Inc. have a minimum subscription amount of $150,000, unless you meet the definition of an "accredited investor" under National Instrument 45-106 Prospectus and Registration Exemptions.

If you meet the definition of an "accredited investor", you may invest a minimum of $25,000. Please consult the offering documents to determine your qualification status. Investment Advisors should consult their company's internal policies.

The Subscriber must be (and will be at the time the Subscription is executed) an accredited investor under National Instrument 45-106 Prospectus and Registration Exemptions ("NI 45-106")

Accept Decline