Hamilton ETFs Secures Double Win for Fund Performance Excellence

📊 Key Data
  • 2 FundGrade A+® Awards for 2025, placing Hamilton ETFs in the top 6% of Canadian funds
  • 1-year return of 40.51% for HFIN (Hamilton Enhanced Canadian Financials ETF)
  • 3-year annualized return of 24.10% for HFG (Hamilton Global Financials ETF)
🎯 Expert Consensus

Experts view Hamilton ETFs' double FundGrade A+® win as a validation of its consistent, risk-adjusted performance and strategic focus on the financial services sector.

2 months ago
Hamilton ETFs Secures Double Win for Fund Performance Excellence

Hamilton ETFs Secures Double Win for Fund Performance Excellence

TORONTO, ON – February 11, 2026 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) has distinguished itself in the competitive Canadian investment landscape, securing two prestigious FundGrade A+® Awards for 2025. The recognition, presented by the independent data provider Fundata Canada Inc., celebrates the consistent, top-tier performance of the Hamilton Enhanced Canadian Financials ETF (HFIN) and the Hamilton Global Financials ETF (HFG).

This dual victory underscores the firm's growing influence and strategic focus, particularly within the financial services sector. For the Hamilton Global Financials ETF (HFG), the award is its second consecutive win, a testament to sustained excellence and deft management in a dynamic global market. The awards place these funds in an elite group, validating the strategies that have allowed them to consistently outperform their peers on a risk-adjusted basis.

“We are thrilled to receive two FundGrade A+ Awards for 2025, one in the Alternative Equity Focused category and the other in the Financial Services Equity category,” said Pat Sommerville, Co-CEO at Hamilton ETFs. “These awards reflect our team’s continued dedication to developing and managing investment strategies designed to meet the evolving needs of Canadian investors.”

A Rigorous Standard of Achievement

In an industry filled with marketing claims, the FundGrade A+® Award stands apart as a purely quantitative and objective measure of a fund's success. It is not a subjective prize but the result of a rigorous, year-long mathematical assessment. To even be eligible, a fund must have received a FundGrade rating for every single month of the preceding calendar year.

The foundation of the award is the monthly FundGrade rating, which evaluates thousands of Canadian investment funds against their peers based on risk-adjusted performance. This is calculated using a combination of the Sharpe, Sortino, and Information ratios over time periods ranging from two to ten years. Only the top 10% of funds in each category earn an 'A' grade in any given month.

To achieve the annual A+® distinction, a fund's monthly grades are converted into a Grade Point Average (GPA). A fund must achieve a GPA of 3.5 or higher out of a possible 4.0 for the entire year. This methodology ensures that the award isn't given for a brief period of high returns, but for consistent, superior risk-adjusted performance month after month. The exclusivity of the award is notable; only about 6% of eligible investment fund products in Canada receive this honor annually, placing the winners in a truly elite class.

Janny Vincent, President and CEO of Fundata Canada Inc., has previously emphasized the award's significance, calling it a "totally quantitative, transparent, risk-adjusted performance calculation" that provides investors and advisors with a reliable measure of superior performance.

Inside the Winning Strategies

The two award-winning funds from Hamilton ETFs demonstrate success across different strategic mandates. The Hamilton Enhanced Canadian Financials ETF (HFIN) was recognized in the Alternative Equity Focused category, a group of 64 funds as of year-end 2025. This category often includes funds that employ strategies beyond traditional long-only equity investing, such as the modest use of leverage, to enhance potential returns. HFIN's performance has been remarkable, posting a 1-year return of 40.51% as of December 31, 2025, demonstrating the effectiveness of its approach within the Canadian financial sector.

Meanwhile, the Hamilton Global Financials ETF (HFG) earned its second consecutive FundGrade A+® Award in the Financial Services Equity category, outperforming its 33 peers. This back-to-back win is particularly significant, as it signals a durable and repeatable investment process. The firm credits this sustained success to the fund's manager, Robert Webb.

Jennifer Mersereau, Co-CEO and Co-Founder at Hamilton ETFs, highlighted his contribution: “We would also like to extend a special congratulations to Robert Webb, Portfolio Manager of the Hamilton Global Financials ETF (HFG). HFG’s award, its second consecutive FundGrade A+, highlights Robert’s disciplined bottom-up security selection and fundamental research approach, focused on delivering strong, long-term outcomes for investors.”

This bottom-up approach involves meticulous analysis of individual companies, focusing on their fundamental health, competitive advantages, and valuation, rather than simply following broad market trends. HFG's performance, with a 3-year annualized return of 24.10% and a 5-year return of 17.58%, validates this disciplined methodology's power to generate long-term value for unitholders.

Growth in a Crowded Market

Hamilton ETFs' dual awards arrive as the firm solidifies its position as a major force in the Canadian ETF market. With over $13 billion in assets under management, the company's claim of being one of Canada’s fastest-growing ETF providers is substantiated by its ability to both attract capital and deliver validated performance.

These wins are not just trophies; they are powerful differentiators in a Canadian ETF market that reached an estimated $713 billion in assets in 2025. In this expansive and competitive environment, investors and advisors are increasingly looking for reliable signals to help them navigate a sea of choices. Awards based on objective, third-party data like the FundGrade A+® provide a crucial tool for due diligence, cutting through the noise to identify funds with a proven track record of consistency.

The success of HFIN and HFG also taps into the growing investor appetite for thematic and sector-specific ETFs. As investors become more sophisticated, they are increasingly using these targeted funds to express specific market views or to gain precise exposure to sectors like financials, which are a cornerstone of the Canadian economy and a dynamic force globally.

By delivering award-winning performance in these specialized areas, Hamilton ETFs demonstrates a deep expertise that resonates with this modern investment trend. The recognition from Fundata serves as powerful external validation of the firm's product design and management expertise, likely bolstering investor confidence and fueling its continued growth trajectory in the bustling Canadian marketplace.

Metric: Growth & Returns Financial Performance
Theme: Workforce & Talent Customer & Market Strategy Finance & Investment
Event: Awards & Recognition Corporate Finance
Product: ETFs
Sector: Financial Services
UAID: 15252