HALLMARK CAPITAL Overview

Hallmark Capital Management Inc is an investment advisor that manages 912.1 MM dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 680MM in positions, representing 75% of the manager's regulatory AUM.

HALLMARK CAPITAL StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HALLMARK CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.9% Tech -2.29% 0.01% 0 42%
MSFT 2.62% Tech 3.56% 0.16% 0 36%
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HALLMARK CAPITAL Founders and Key Employees

Name Title In Position Since
Peter S. Hagerman Vice Chairman Board Of Directors August-1985
Thomas S. Moore Director, Executive Vice President February-1994
Jeffrey P. Braff First Vice President March-1996
Steve Erikson Director, President, Chief Executive Officer, Secretary July-2007
Gerald H. Lipkin Chairman Board Of Directors July-2000
Alan D. Eskow Director, Treasurer July-2000
Richard S. Miller Director April-2007
Cynthia S. Bechmann Director, Senior Vice President, Chief Operating Officer January-2008
Anthony M. Bruno Director May-2012
George R. Kress First Vice President October-2012
Peter J. Baum Director February-2014
Michael J. Obrien First Vice President, Chief Compliance Officer July-2014
Robert C. Soldoveri Director April-2015
Jeffrey S. Wilks Director April-2015

HALLMARK CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

HALLMARK CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies


HALLMARK CAPITAL MANAGEMENT, INC.
Effective Date: March 30, 2014
Page 9 of 23
FORM ADV – PART 2




Methods of Analysis

Hallmark’s investment process begins with consideration of each client’s equity exposure guidelines and any unique investment constraints. For “balanced” accounts, Hallmark then executes the tactical allocation of each client’s portfolio among three broad asset classes (stocks, bonds and cash reserves) within the pre-approved range of each client’s guidelines, based on the investment outlook of Hallmark’s Market Advisory Group. For “equity” accounts, bonds may be excluded or utilized as part of cash reserves. For “fixed income” accounts, stocks are normally excluded. The Market Advisory Group includes Hallmark investment professionals and a group of professional financial st...
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HALLMARK CAPITAL Portfolio Concentration

HALLMARK CAPITAL Location

1195 HAMBURG TURNPIKE
WAYNE, New Jersey
UNITED STATES, 07470-5055

HALLMARK CAPITAL Contact Information

Phone Number: 973-808-4144
Fax Number: 973-808-3272
Website:

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