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 12/31/22. The fund's latest filing disclosed 1BN in positions, representing 117% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 1BN in positions, representing 117% of the manager's regulatory AUM.
HALLMARK CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HALLMARK CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.04% | Tech | 28.32% | 0.28% | 0 | 45% | ||
| CVX | 2.44% | Energy | -9.51% | -0.09% | 0 | 25% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
HALLMARK CAPITAL Portfolio Concentration
HALLMARK CAPITAL Location
1195 HAMBURG TURNPIKE
WAYNE, New Jersey
UNITED STATES, 07470-5055
WAYNE, New Jersey
UNITED STATES, 07470-5055
HALLMARK CAPITAL Contact Information
Phone Number: 973-808-4144
Fax Number: 973-808-3272
Website: http://hallcapmgt.com
Fax Number: 973-808-3272
Website: http://hallcapmgt.com
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