Hamilton Funds

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can you recommend a group of the subject funds for a beginning investor?

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Asked on August 16, 2025 12:06 pm
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If by beginner you mean an entirely new portfolio, you're going to have to branch out of Hamilton as they don't really have any broad based index funds, which if you're going the ETF route, should probably have a solid chunk of your portfolio in these funds.

Hamilton is more specialty funds. Smaller satellite funds to a core portfolio. I do like a lot of their funds (and dislike some as well). I like their banking funds, options like HEB for equal weight banking exposure and even HCAL for leveraged exposure. I also like the new dividend champion ETFs they came out with like CWIN and SWIN.

Hamilton has kind of gone down the road of income producing ETFs for the most part. For a beginner, especially if you have a longer time horizon, are likely not all that optimal. If you are older, closer to retirement, a lot of these funds can be useful as they do provide consistent cash flow and a steady stream of income in retirement. But for example, I cannot see why a beginner with a long time horizon, thinking 10,20,30 years etc would find value in a fund like HYLD or HDIV over simply buying an index fund.

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Posted by Dan Kent
Answered on August 19, 2025 8:22 am