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Welcome to Hamilton and Jacobs

Hamilton and Jacobs caters for traditional investment services such as discretionary and advisory portfolio management and execution-only share dealing services across all the main asset classes to private individuals, institutions and corporations.

Our investment belief is based on the fundamental needs of our clients, with a strong outlook on asset allocation, rigorous risk management and working capital preservation.

Hamilton and Jacobs prides itself on founding long-term relationships with its clients together with a consistent approach to investments and risk management.

Hamilton and Jacobs focus on investments is not held back by benchmarks or passive management modes. Instead, we are managing and growing our client’s assets in a more strategic manner. Through our focus on specialist investment strategies we can offer clients the opportunity to take part in absolute return investments – Global Macro, Long/Short Equity and Short Only. Our goal is to provide consistent risk-adjusted returns and focus on the appreciation of capital our clients entrust to us over the long term, while keeping strict focus on capital preservation. Each portfolio is tailored and managed according to the objectives of each clients needs.

Advisory Service

Whether you have investment experience or your new to the market place our tailored Advisory Service can play a key part in the development of your portfolio. Our advice is as individual as each client.

That is why when you choose to use our Advisory Service we will provide you with:

  • Advice across a range of products including Shares, Bonds and CFDs.
  • Dedicated Personal Investment Advisor.
  • Investment advice tailored to your investment objectives and risk profile
  • Ongoing advice, based on your portfolio as a whole.
  • Ability to view and monitor your portfolio online, in real-time.

As an Advisory Client you will also benefit from exclusive access to our latest independent research and analysis on a range of European and US Stocks.

Consultation

Consultation starts with an assessment of your current situation, including a review of your existing accounts, investment needs, and financial goals.Then we construct a personalized investment plan to help you achieve your objectives by utilizing index funds, asset allocation, and disciplined re balancing across a comprehensive suite of investment products.

We will consult with you to present our analysis and discuss our recommendations that strive to protect your needs now, as well as plan for the future in a tax efficient manner.From here, we implement the recommendations and monitor your progress with regular reviews of your investment plan.

Our clients benefit from:

  • Unbiased advice
  • Fee for Service, rather than commission-driven recommendations
  • Personalized management
  • Highly accessible consultants
  • “All-Weather” portfolios
  • Access to sophisticated investments
  • Internet access to accounts
  • Account documentation, including, Monthly Statements, Trade Confirmations, Quarterly Reports and Year End Statements
  • SIPC Insurance on account assets up to $500,000

Because there are many factors that may change in your situation or in economic and market conditions, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on investment products and relevant tax, estate, and social security laws in order to provide you with the best financial advice for your particular situation.

Market Timing

Market timing is in essence the opposite of buying and holding. Market timers believe that it is possible to predict when the market, or certain stocks rise and fall. It therefore makes sense to buy when the markets are low and to sell when they are high in order to increase profits. Market timers can use any number of different methods for timing the market fundamental analysis, technical analysis, or even intuition.

Most experts agree that market timing is incredibly challenging if not downright impossible. They also warn against it because:

  • It’s difficult to say when the market or a particular stock is “high” or “low” often a seemingly high stock will go higher, and on the face of it low stock will go lower.
  • Commissions eat away at your profits when you trade frequently, particularly on small transactions.
  • The bid/ask spread also chips away at your profits, especially for thinly traded stocks.
  • In the long run, the market goes up. Unless you’re an excellent timer, you’ll do better staying fully invested at all times. For example, in the last 40 years, the market returned about 11.3% annually. If you were fully invested the whole time, but got out entirely for the 40 best months, your annual return would’ve dropped to 2.7%. If you miss the big moves it hurts, and no one really knows when they’re coming.

Growth

Growth investors concentrate on one aspect of a company: its potential for earnings growth. They believe that companies with high profit growth will see their stock price continue to increase, since investors will want to own profitable companies that can pay increased dividends in the future. The number that they pay the most attention to is earnings per share, especially knowing it changes from year to year, although they sometimes look at revenue growth as well. Some investors also compare the price/earnings ratio with the annual earnings growth, to get a feel for how much the market is willing to payout for a given rate of earnings growth. Growth stocks tend to be from young companies, so they are often riskier than the common security. They have the potential for large gains, but they also have the potential for huge losses. In the 1990s technology stocks were the most commonly bought stocks by growth investors, although growth stocks can exist in just about any industry.

Value

Value investors focus on undervalued companies that are selling at an attractive price, in other words, they are bargain hunters. It does not mean that value investors purchase stocks because they are “cheap” (such as penny stocks) value investing utilizes various measures of a company’s value to identify stocks that can be purchased for less money than they’re worth, irrespective of whether they’re worth $10 or $100.
Although it’s possible that a growth stock could represent a good value, growth investing and value investing are usually considered opposing strategies. This is because value investors tend to focus on long-standing valuation metrics such as the P/E ratio, looking for low ratios which are typically not found with growth stocks. Value stocks are frequently the ones which have fallen out of favor with the active investment community for one reason or another, perhaps because they are in a cyclical industry or because they reported poor earnings.

Garp (growth at a reasonable price)

If you’re torn between the growth strategy to investing in stocks and the value strategy, then you might want to consider trying the GARP strategy. GARP stands for “growth at a reasonable price” so, as you might expect, GARP investors focus on companies with growth potential whose stock price is undervalued. That can be a difficult task since growth and value stocks often have opposing characteristics, but it’s not impossible. Most GARP investors look at the price-to-earnings-growth ratio (PEG) ratio in order to find bargain stocks with growth potential that are selling at a reasonable price.

We have a team of professional advisors ready to take your call. Get in touch now for a free consultation.

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