Matt Hamilton | Source | Chairman & Chief Executive Officer at Hamilton Capital
Matt Hamilton
Matt is the firm’s founder, visionary and Chief Executive Officer. He is focused on big ideas, impactful relationships and the culture of the firm.
He pioneered Hamilton Capital’s dynamic investment process and served as its first Chief Investment Officer from 1997-2009. In addition to his management duties, he serves selected clients in the capacity of Senior Financial Advisor and is a member of the Investment Management Team.
Over the years, Matt has earned considerable recognition. Barron’s listed him among “America’s Top 1,200 Financial Advisors,” while Mutual Funds magazine named him one of the nation’s “100 Great Financial Planners”. He’s also been recognized as one of the country’s “Best Financial Advisors for Doctors” by Medical Economics magazine and one of the nation’s “Best Financial Advisors for Dentists” by Dental Practice Management.
A CERTIFIED FINANCIAL PLANNER™ professional and a graduate of The Ohio State University, Matt is a member of the National Board of Trustees for Search Ministries, a trustee of The James Foundation and a member of the professional advisory committee of The Columbus Foundation.
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While coronavirus and oil prices have served as catalysts, we have been concerned for some time that stretched valuations and flat earnings could eventually lead to the major declines many investors are now experiencing. Going into this volatility, we were underweight stocks and owned increasingly large amounts of defensive short-term investments, such as short-term bonds and cash equivalents, which have allowed us to preserve large amounts of capital.
Going forward, we expect recent volatility to continue and a high degree of uncertainty to persist, presenting a material risk that stock prices could weaken further. Therefore, our emphasis remains on capital preservation for the moment. To this end, we have further reduced our target allocation to equities in several client strategies.
While our focus is and has been on protecting capital, we are also sifting through the opportunities that bear markets inevitably deliver to patient investors. This may not be as simple as “buying the dip” and/or broadly investing capital back into “the market,” however, there are some very exciting market segments and asset classes that seem to represent great values, which we believe will become tomorrow’s outsized opportunities. We’re recommending to clients who are interested in adding to their investments to get funds to us now so they are available when it is time to buy.
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Hamilton Capital
Chairman & Chief Executive Officer