Portfolio Managers

The Senior Investment Council oversees all Hamilton Capital portfolios. Each member has extensive experience in sourcing alternative investments and curating them into comprehensively managed portfolios. These three members have been tasked with managing the Dynamic Alternatives Fund.

  • Jeff Wilkins

    DEPUTY CHIEF INVESTMENT OFFICER

    Jeff Wilkins has been a key contributor to Hamilton Capital’s investment team since 2010. In addition to his experience with Hamilton, Jeff has originated, structured, and led private markets investments including venture capital and private equity, as well as commercial and residential real estate investments, developments, and restructurings. He has over two decades of hands-on experience as both an active investor and operator of private investments through disparate market cycles.

  • Francis Chu, CFA®

    MANAGING DIRECTOR

    Prior to joining Hamilton Capital, Francis Chu was the Head of Investments at Bitterroot Capital Advisors, where he was responsible for asset allocation and investment selection across both public and private markets. Earlier, he was a portfolio manager for Ivy Asset Management - a pioneer in the hedge fund of funds (FOF) space and one of the largest alternative asset managers in the world at the time. In this capacity, he oversaw nearly one-third of the company’s global assets including multi-billion-dollars in alternative investments.

  • Lee Caleshu, CFA®

    DEPUTY CHIEF INVESTMENT OFFICER

    Prior to joining Hamilton Capital, Lee Caleshu held positions as Chief Investment Officer, Director of Investments (CIO equivalent) and Director of Research and Risk Management, respectively at three large investment firms. In these capacities, he managed many billions of dollars in market neutral equities, various hedge fund of funds and a real asset fund with investments in commercial real estate, residential real estate, commodity futures and precious metals.