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 09/30/16. The fund's latest filing disclosed 140MM in positions, representing 54% of the manager's regulatory AUM.

HAYEK KALLEN StockAlpha

-1.4%
Top 25%
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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

HAYEK KALLEN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 4.7% Financials 10.33% -0.21% 0 28%
MSFT 4.42% Tech 3.56% 0.27% 0 36%
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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...
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HAYEK KALLEN Portfolio Concentration

HAYEK KALLEN Location

50 SOUTH CHURCH STREET
SUITE C
FAIRHOPE, Alabama
UNITED STATES, 36532-2350

HAYEK KALLEN Contact Information

Phone Number: 251-928-8999
Fax Number: 251-928-8991
Website:

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