Download as a pdf »

Hamilton Point Welcomes Gabriel Pardo from Duke University’s International Development Policy Program

June 2, 2008

Hamilton Point welcomes a new intern for the summer, Gabriel Pardo, from the International Development Policy program at Duke University. Gabriel is conducting a “sustainability audit” and will report on all of Hamilton Point’s Global Core stocks with regard to sustainability and other environmentally sensitive initiatives.

“We fully recognize the investment opportunity created by the sustainable resource management ‘mega trend’ and look forward to the valuable research that Gabriel will contribute,” explains President and Chief Investment Officer, Andrew C. Burns. “While higher energy prices dampen some aspects of the economy, they bolster business plans geared toward alternative energy sources and solutions.”

Many of Hamilton Point’s Global Core holdings sell products related to wind power, water desalination and high efficiency controls. Hamilton Point also owns a focused fund which invests in companies which garner more than 50% of revenues from “cleantech” innovation. The firm also recently added to the Global Core Buy List, four companies which improve the productivity of farmers, surveyors and utilities.

Hamilton Point conducts original, in-house research into economic trends and the financial statements of public companies. It invests in individually purchased bonds, stocks and funds for investors with a minimum targeted investment portfolio of $1 million who want to personally know and have regular interaction with their money manager. Hamilton Point's diversified strategy employs equity investment indicators such as strong management, balance sheet /debt capacity and a favorable comparison of public valuation with Hamilton Point's proprietary analysis of a “going private” value.

Hamilton Point offices are located at 120 Timberhill Place in Chapel Hill.  Appointments can be scheduled by calling (877) 636-3765. In addition, visitors to the firm's website, www.hamiltonpoint.com, can read past investment alerts and elect to receive future issues of client newsletters.

The information contained herein includes general information that is not suitable for everyone should not be construed as personalized investment advice. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this newsletter will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.

Hamilton Point is an SEC registered investment adviser with its principal place of business in the State of North Carolina. Hamilton Point and its representatives are in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which Hamilton Point maintains clients. Hamilton Point may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Hamilton Point with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Hamilton Point, please contact Hamilton Point or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about Hamilton Point, including fees and services, send for our disclosure statement as set forth on Form ADV from Hamilton Point using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

« Return to top of page

This website and the material presented on it are for informational purposes only and should not be construed as personalized investment advice or as a solicitation or recommendation to buy or sell securities. Please see full disclosure.