{"id":8447,"date":"2017-06-13T09:39:07","date_gmt":"2017-06-13T13:39:07","guid":{"rendered":"http:\/\/hamilton.fundzen.com\/?p=8447"},"modified":"2020-07-06T13:46:48","modified_gmt":"2020-07-06T17:46:48","slug":"notes-from-the-field-everythings-peachy-in-atlanta","status":"publish","type":"post","link":"https:\/\/hamilton.fundzen.com\/notes-from-the-field-everythings-peachy-in-atlanta\/","title":{"rendered":"Notes from the Field: Everything\u2019s Peachy in Atlanta"},"content":{"rendered":"
A recent trip to Atlanta gave us a chance to meet with executives from several publicly traded banks headquartered in Georgia, as well as some of their commercial customers and a local land broker. Seven months after the election of an administration with ambitions of pro-growth policies and reforms that renewed investor interest in U.S. bank stocks, the trip presented a good opportunity to check in to see how things are looking on the ground.<\/p>\n
Of note, our Hamilton Capital Global Bank ETF<\/strong> (ticker, HBG<\/strong>) holds an over 40% weighting in U.S. banks, with a particular emphasis on mid-caps. We generally prefer the mid-caps because we believe they combine higher earnings growth, positive interest-sensitivity (in a normalizing interest rate environment), and the potential to benefit from M&A, tax reform, and\/or regulatory relief.<\/p>\n <\/p>\n Below are the takeaways from our Atlanta meetings:<\/p>\n Notes<\/strong><\/p>\n [1]<\/a> Source: Metro Atlanta Chamber A recent trip to Atlanta gave us a chance to meet with executives from several publicly traded banks headquartered in Georgia, as well as some of their commercial customers and a local land broker. Seven months after the election of an administration with ambitions of pro-growth policies and reforms that renewed investor interest in U.S. bank stocks, the trip presented a good opportunity to check in…<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_custom_body_class":"","_custom_post_class":"","content-type":""},"categories":[5,39,40,14,7],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/hamilton.fundzen.com\/wp-json\/wp\/v2\/posts\/8447"}],"collection":[{"href":"https:\/\/hamilton.fundzen.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hamilton.fundzen.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hamilton.fundzen.com\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/hamilton.fundzen.com\/wp-json\/wp\/v2\/comments?post=8447"}],"version-history":[{"count":0,"href":"https:\/\/hamilton.fundzen.com\/wp-json\/wp\/v2\/posts\/8447\/revisions"}],"wp:attachment":[{"href":"https:\/\/hamilton.fundzen.com\/wp-json\/wp\/v2\/media?parent=8447"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hamilton.fundzen.com\/wp-json\/wp\/v2\/categories?post=8447"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hamilton.fundzen.com\/wp-json\/wp\/v2\/tags?post=8447"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
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\n[2]<\/a> Source: Georgia Port Authority<\/p>\n","protected":false},"excerpt":{"rendered":"