About HBIR

HBIR is a Registered Investment Advisor that works in partnership with financial professionals to create and manage investment portfolios suited for each investor's needs.  Hamilton-Bates specializes in asset management, it is all that we do.  By analyzing vast amounts of historical market, fundamental and economic data, the HBIR models and techniques help assess the attractiveness of stocks, bonds, market sectors, foreign assets and cash equivalents within the financial markets.
 
The Hamilton-Bates Difference
What separates Hamilton-Bates from the crowd of investment advisors is a combination of proprietary research and open access. We pride ourselves on our independent economic, fundamental, and technical analysis.  We compliment our proprietary research with the discipline to take positions contrary to the herd if that is where our work leads.  Since even the best ideas are ineffective without proper communication, we provide our financial professional partners and clients with uncommon access to ensure that everyone is on the same page.  We also offer a Market Update newsletter, written weekly, to convey our take on market events and to detail our expectations and outlook.  This newsletter is available via email to all financial professionals.
 

Top-Down Investment Style
Hamilton-Bates is a flexible manager, using a top-down approach to analyze all relevant asset classes and sectors within the framework of our ‘macro’ outlook screens. Analysis of commodity price trends, stock/bond relationships and the slope of the yield curve are a few of the indicators used to evaluate the economic cycle and overall economic outlook. Where we are in the business cycle is a large determinant of expected asset class performance.  In addition market valuations are measured to gauge stock versus bond attractiveness, and the overall attractiveness of the market in general.  Finally, technical and relative strength analysis is done to provide consistency between the economic outlook and the ‘message’ the market is sending.
 

Portfolio Construction