HAYEK KALLEN Overview
Hayek Kallen Investment Management is an investment advisor that manages 257.9 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 12/31/20. The fund's latest filing disclosed 207MM in positions, representing 80% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 12/31/20. The fund's latest filing disclosed 207MM in positions, representing 80% of the manager's regulatory AUM.
HAYEK KALLEN StockAlpha
Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
HAYEK KALLEN Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
AAPL | 11.04% | Tech | -8.68% | -0.96% | 0 | 52% | ||
MSFT | 8.24% | Tech | 3.19% | 0.26% | 0 | 50% | ||
Get the Full Report |
HAYEK KALLEN Founders and Key Employees
Name | Title | In Position Since |
---|
Eric O. Kallen | Member | January-2003 |
Margaret S. Allison | Chief Compliance Officer | January-2010 |
HAYEK KALLEN Brokers, Custodians, Auditors and Administrators
Type | Company |
---|
HAYEK KALLEN Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We invest primarily in liquid equity and fixed income securities. We analyze and invest in companies from a variety of industries and geographies. Our primary focus is on investments in mid and large-cap companies (market values in excess of $1 billion) that meet our valuation objectives and fit into our macro view of the global economy. We focus on larger companies because the risk associated with companies under $1 billion is generally greater than we are comfortable taking given our typical clients’ investment objectives.
We use what we call a balanced-value investment approach. This combines a traditional value- investing approach to security analysis with an asset allocation model that balances exposure to stocks and bonds.
We begin with a high level qualitative and quantitative analysis. Does the company provide needed products to a stable or growing market? Does it have a strong balance shee...
Get the Full Report
We invest primarily in liquid equity and fixed income securities. We analyze and invest in companies from a variety of industries and geographies. Our primary focus is on investments in mid and large-cap companies (market values in excess of $1 billion) that meet our valuation objectives and fit into our macro view of the global economy. We focus on larger companies because the risk associated with companies under $1 billion is generally greater than we are comfortable taking given our typical clients’ investment objectives.
We use what we call a balanced-value investment approach. This combines a traditional value- investing approach to security analysis with an asset allocation model that balances exposure to stocks and bonds.
We begin with a high level qualitative and quantitative analysis. Does the company provide needed products to a stable or growing market? Does it have a strong balance shee...
Get the Full Report
HAYEK KALLEN Portfolio Concentration
HAYEK KALLEN Location
50 SOUTH CHURCH STREET
SUITE C
FAIRHOPE, Alabama
UNITED STATES, 36532-2350
SUITE C
FAIRHOPE, Alabama
UNITED STATES, 36532-2350
HAYEK KALLEN Contact Information
Phone Number: 251-928-8999
Fax Number: 251-928-8991
Website: http://hayekkallen.com/
Fax Number: 251-928-8991
Website: http://hayekkallen.com/
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here