Dr. Jason Hall

Chief Investment Officer & Co-founder

Jason’s knowledge of value-based investing, analyst earnings forecasts, and the value of dividend imputation credits forms the basis of stock selection for the Fund.

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For more than 20 years, Jason has been widely recognised for his work on imputation credits. Jason has derived expected share market returns from analyst earnings forecasts; measured analyst forecast accuracy; quantified the risk-reward implications of industry sector rotation; and modelled retirement income streams. Additionally, Jason’s work on valuation has been relied upon by companies listed on the Australian Securities Exchange, and by Australian state and federal government agencies.

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Prior to co-founding Hamilton12, Jason was a director of the consulting firm Cardinal Economics & Finance. Jason’s previous experience is as a director of Frontier Economics, senior lecturer in finance at The University of Queensland Business School and equity research analyst at Credit Suisse.

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Jason is also a lecturer in finance at the Ross School of Business, University of Michigan and a board member of the CFA Society Detroit. He completed his PhD in Finance at The University of Queensland and is a CFA charter holder.