A specialist income fund manager

This week's Fund Manager interview is with Dr Don Hamson who runs Plato Investment Management. They are specialist income investors so Alan Kohler gave Dr Don Hamson a call to find out more about their strategy.

Today's Fund Manager interview is with Dr Don Hamson who runs Plato Investment Management. Don and Plato are specialist income investors and they have five funds, one of them was a listed investment company called the Plato Income Maximiser, the ASX code is PL8, and it invests only in their main Australian shares income fund which has got $1.4 billion in it and has produced a 12.7% return since inception. Now, the LIC, the listed investment company, has only been going for about 12 months but the income shares fund has been going for six years. 12.7%, basically a 9% fully franked income, 8.9% fully franked income and 3.8% capital growth over that time. They’ve also just recently launched a global shares fund and it’s very interesting, it was both the Australian and the global shares income fund. How they go about it, what they do, is they buy just to catch the dividend from companies they buy before the ex-dividend date and they sell afterwards. So they’re trading these shares all the time, getting in and out just in order to catch the dividend from them.

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