Robert Webb, Managing Director and Portfolio Manager at Hamilton ETFs, was featured on BNN Bloomberg’s The Open yesterday, where he shared his thoughts on three positions within our actively managed financials ETFs:
Rob shared 3 stocks held within two of our actively managed financials ETFs:
- HFG — Hamilton Global Financials ETF
Recipient of a FundGrade A+® Award for 2024[footnote title=”*”]For calendar year 2024 in the Financial Services Equity CIFSC Category (Fund Count: 33). FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.[/footnote]
- HUM — Hamilton U.S. Mid-Cap Financials ETF
Recipient of LSEG Lipper Fund Award Canada 2024 — Best Financial Services Equity Fund Over 3 Years[footnote title=”*”]HUM was awarded the 2024 LSEG Lipper Fund Award in the Financial Services Equity category for 3 years ending July 31, 2024, out of a classification total of 24 funds. Performance for the ETF for the period ended October 31, 2024 was 53.86% (1 year), 9.23% (3 years), and 21.81% (since inception; 2020-06-26). The corresponding LSEG Lipper Leader ratings for the ETF for the same period is as followed: 4 (3 years).The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.[/footnote]