HAMLIN CAPITAL Overview
Hamlin Capital Management Llc is an investment advisor that manages 3.1 BN dollars in regulatory AUM and has 18 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 09/30/18. The fund's latest filing disclosed 3BN in positions, representing 83% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 09/30/18. The fund's latest filing disclosed 3BN in positions, representing 83% of the manager's regulatory AUM.
HAMLIN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HAMLIN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PFE | 4.58% | Health | -4.15% | 0.13% | 0 | 30% | ||
| CSCO | 4.26% | Tech | -8.74% | 0.22% | 0 | 21% | ||
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FEATURED IN
HAMLIN CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Lucy M. Stitzer | Member Of Advisory Board | January-2008 |
| Vivian Pan | President | July-2001 |
| Deborah A. Finegan | Chief Operating Officer | September-2004 |
| Mark Stitzer | Chief Executive Officer | January-2003 |
| Joseph J. Bridy | Fixed Income Analyst | July-2004 |
| Christopher M. Dagnes | Equity Portfolio Manager | July-2001 |
| Charles S. Garland | Senior Equity Portfolio Manager | January-2010 |
| Michael J. Torregiano | Chief Compliance Officer | December-2012 |
HAMLIN CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
HAMLIN CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
As mentioned previously, Hamlin’s approach to asset management emphasizes current income. High-yield equities and high-yield bonds constitute a majority of a client’s portfolio. The balance of client assets of a client’s portfolio generally will be invested in government instruments, money market funds, and cash or cash instruments. Hamlin can utilize long term purchases and trading to implement its investment strategies.
V03192015 6
The objective of investing in high-yield equities and bonds is to allow client portfolios to compound income. Taxable clients benefit from municipal bond income as it is not taxed by the Federal government (unless an Alternative Minimum Tax is applied). If the bond is issued by a municipality in which the client is domiciled, the client’s income from that particular bond may al...
Unlock Full Investment Process Description
As mentioned previously, Hamlin’s approach to asset management emphasizes current income. High-yield equities and high-yield bonds constitute a majority of a client’s portfolio. The balance of client assets of a client’s portfolio generally will be invested in government instruments, money market funds, and cash or cash instruments. Hamlin can utilize long term purchases and trading to implement its investment strategies.
V03192015 6
The objective of investing in high-yield equities and bonds is to allow client portfolios to compound income. Taxable clients benefit from municipal bond income as it is not taxed by the Federal government (unless an Alternative Minimum Tax is applied). If the bond is issued by a municipality in which the client is domiciled, the client’s income from that particular bond may al...
Unlock Full Investment Process Description
HAMLIN CAPITAL Portfolio Concentration
HAMLIN CAPITAL Location
640 FIFTH AVENUE, 6TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
NEW YORK, New York
UNITED STATES, 10019
HAMLIN CAPITAL Contact Information
Phone Number: 212.752.8777
Fax Number: 212.752.5698
Website: http://www.hamlincm.com
Fax Number: 212.752.5698
Website: http://www.hamlincm.com
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