Hamilton Capital Partners | Atlanta, GA — Hamilton Capital Partners

Investing like the Atlanta Braves

Good Morning and happy Thursday!


I’ve remained a loyal supporter of my sports teams for many years- through thick, thick, thick and thin.

Alonso has been relentless in his daily reminders of the Atlanta Falcons blowing a 26-3 halftime lead in the 2016 Super Bowl. I have convinced myself (for better or for worse) that the New England Patriots did not beat us, Tom Brady did.

I vividly remember sitting in the 300 section of Mercedes Benz stadium during the 2018 SEC Championship while my wife poked fun at me as the Georgia Bulldogs gave up a commanding lead to the Crimson Tide of Alabama en route to yet another heartbreaker ~4 weeks later in the National Championship.

Discussing the UGA v. Alabama National Championship is something we will not dig into.

However, the Atlanta Braves broke all of my curses on Tuesday as they became World Series Champions. The Braves had a sub .500 winning percentage going into August 2021 (in other words, they were going to spend the off season selling off talent and trying to raise capital to draft the next Chipper Jones). Braves GM, Alex Anthopoulos, had something else in mind. He constructed one of the best 2nd half MLB rosters in the history of the game. He carefully reviewed, through objective analysis, players that were underrated in the free agent market. This led him to acquiring Jorge Soler, Joc Pederson and Eddie Rosario. Two of those acquired players became NLCS and World Series MVP’s.

So what? Like the Braves front office, our firm takes an objective approach to investing. When markets get choppy and everyone else is running for the sidelines, we look for attractive buying opportunities and dislocations in the market to deploy cash.

Now, for the fun part: What was going on in 1995, the last time the Braves won the World Series?

  1. Most Popular movie: Toy Story
  2. Oscar for Best Picture and Actor: Forrest Gump (and let me reiterate… I can’t escape the grips of Alabama…)
  3. Most popular TV shows: Friends and Seinfeld
  4. Dow Jones Average: Sub 5,000
  5. 30 Year Treasury Bond Yield: ~6.40%
  6. The US space shuttle Atlantis docks with the Russian space station


This MLB season was truly one of a kind for the Atlanta Braves. Fan or not, it was truly a special time to watch a group of players come together when the whole world bet against them.

This commentary reflects the personal opinions, viewpoints and analyses of the Hamilton Capital Partners, LLC, a registered investment advisor, employees providing such comments, and should not be regarded as a description of advisory services provided by Hamilton Capital Partners, LLC or performance returns of any Hamilton Capital Partners, LLC client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Hamilton Capital Partners, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. Hamilton Capital Partners, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.