HM CAPITAL MANAGEMENT Overview

Hm Capital Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 9 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 99MM in positions, representing 6% of the manager's regulatory AUM.

HM CAPITAL MANAGEMENT StockAlpha

-1.8%
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

HM CAPITAL MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 42.87% ETF 1.54% -0.01% 0 2%
VIG 12.81% ETF 0.92% -0.07% 0 6%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

HM CAPITAL MANAGEMENT Founders and Key Employees

Name Title In Position Since
Maribeth R. Snodgrass Executive Vice President January-2009
Karen M. Gloriod Executive Vice President January-2009
Karen M. Gloriod Chief Compliance Officer July-2011

HM CAPITAL MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

HM CAPITAL MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
which we manage, and range from 1.50% (150 basis points) to
1.00% (100 basis points). Other than as described below respecting Palm, we do not receive any performance fees or
allocations for Fund asset management services, but may determine to do so.

Other Fees

The fees described above are separate and distinct from the fees and expenses incurred by clients as shareholders of mutual funds and exchange-traded funds (“ETFs”). In the case of mutual funds, these fees and expenses are described in each fund’s prospectus and generally include a management fee, other fund expenses, and a possible distribution fee. If the fund also imposes sales charges, a client may pay an initial or deferred sales charge. Accordingly, the client should review the fees charged...
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HM CAPITAL MANAGEMENT Portfolio Concentration

HM CAPITAL MANAGEMENT Location

8235 FORSYTH BLVD
SUITE 540
CLAYTON, Missouri
UNITED STATES, 63105

HM CAPITAL MANAGEMENT Contact Information

Phone Number: 314-746-1700
Fax Number: 314-889-3737
Website:

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