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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 70% of the manager's regulatory AUM.

HAMLIN CAPITAL StockAlpha

-1.8%
Top 25%
3yr StockAlpha Register for more...

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

HAMLIN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GM 3.63% Cons. Disc. 11.46% 0.35% 0 20%
CSCO 3.32% Tech -7.02% -0.16% 0 30%
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FEATURED IN
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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.



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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...
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HAMLIN CAPITAL Portfolio Concentration

HAMLIN CAPITAL Location

640 FIFTH AVENUE, 6TH FLOOR
NEW YORK, New York
UNITED STATES, 10019

HAMLIN CAPITAL Contact Information

Phone Number: 212.752.8777
Fax Number: 212.752.5698
Website:

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