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 09/30/21. The fund's latest filing disclosed 219MM in positions, representing 85% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 09/30/21. The fund's latest filing disclosed 219MM in positions, representing 85% of the manager's regulatory AUM.
HAYEK KALLEN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HAYEK KALLEN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 10.28% | Tech | 6.16% | -0.66% | 0 | 39% | ||
| MSFT | 9.24% | Tech | 19.44% | 0.67% | 0 | 45% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
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/
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