A singular focus on private equity produced the philosophy that underpins how every investment at Hamilton is researched, tested and constructed into the portfolio.
Knowledge and experience allow us to take a more holistic approach to investment. We hold to long-term value investment, while our specialist asset management focus lets us take advantage of short-term growth opportunities as they appear.
The philosophy is the foundation of the investment process — not a statement alongside it.
Every underlying investment is subject to rigorous, in-depth research. Portfolio construction then adheres to our own multi-dimensional approach, so that no single position carries more of the fund than it should.
Capping assets under management is part of the same discipline: it keeps execution honest.
Sourced directly or introduced, and logged against the mandate.
A light due diligence pass establishes whether the opportunity can meet the mandate at all.
Comprehensive review of the major business areas, completed principally in-house and, where appropriate, with external advisors.
Findings are presented for a final decision, strictly in accordance with the Investment Mandate.
Ten detailed criteria are applied during due diligence, grouped in three sets. Not every investment meets all of them; none proceeds without meeting most.
Chief Executive Officer
I have lived and worked, up to CEO level, mainly in South Africa but also in the UK, Australia, USA, Mauritius, Namibia and other African countries in the fields of management consultancy, accounting within international entities/own enterprises, and in particular, turn-around, business optimization, growth and business valuation. Qualified in the fields of Accounting and Business management.
Correspondence relating to existing investments and investee companies.