Mark Hillman

Last Update: 2014-02-07

Number of Stocks: 38
Number of New Stocks: 3

Total Value: $67 Mil
Q/Q Turnover: 11%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Mark Hillman Watch

  • Mark Hillman’s Top Five Holdings

    Mark Hillman is the President of Hillman Capital Management, the fund he created in 1998. Over the third quarter Hillman purchased three new holdings, bringing his total portfolio to 38 stocks valued at $67 million.



    According to the guru’s investing philosophy, he invests in companies which have quantitative competitive advantages and have temporarily fallen out of favor for reasons that are considered non-recurring or short-term. Hillman looks at factors such as cash flow, dividends, sales, earnings, book value and projected growth rate.
      


  • Guru Mark Hillman's Third Quarter Top Five Stocks

    Mark Hillman is the President of Hillman Capital Management, the fund he created in 1998. Over the third quarter Hillman purchased three new holdings, bringing his total portfolio to 39 stocks valued at $65 million.

    According to the guru’s investing philosophy, he invests in companies which have quantitative competitive advantages and have temporarily fallen out of favor for reasons that are considered non-recurring or short-term. Hillman looks at factors such as cash flow, dividends, sales, earnings, book value and projected growth rate.  


  • Guru Mark Hillman Buys 3 New Stocks - Corning, UPS, AT&T

    Mark Hillman, who founded Hillman Capital Management in 1998, added three new stocks to his portfolio in the third quarter for a total of 39 equity positions. The portfolio is valued at $65 million and had quarter-over-quarter turnover of 5%.

    Hillman likes companies with positive quantitative factors that have competitive advantages but have temporarily fallen out of favor and are thus undervalued by the market. Using this strategy his Focused Advntage Equity Fund has returned 15.88% on average annually, beating the 8.83% of the benchmark Russell 1000 since inception.  


  • Undervalued Stocks from Mark Hillman

    Mark Hillman is the president and CIO of HCM, which he founded in 1998 with the purpose of bringing assets of predecessor companies. Before setting up HCM, Hillman set up Custom Asset Management, which then merged with Menocal Capital Management; he became the chief investment officer of the combined entity. He also served as financial consultant for Shearson Lehman Hutton.

    Mr. Hillman is considered an architect of the proprietary investment process. His strategy involves investing in companies with high qualitative competitive advantages but which have had certain short-term problems and whose value is well known or not. Before making investments, Hillman analyzes the companies, especially their cash flow, dividends, sales, earnings, book value and projected growth rates.  


  • Mark Hillman's Capital Management Strategies and Top Holdings: SBUX, DD, XOM, RIG, AAPL

    Hillman Capital Management (HCM) is an investment management firm located in Bethesda, Md. Founded in 1998, the firm is headed by Mark Hillman, with over $500 million in assets under management. Hillman, serving as both president and chief investment officer, is a career investment professional with over 20 years of experience. Assets from his former funds, Custom Asset Management and Menocal Capital Management, were merged into the current-day Hillman Capital Management. In terms of HCM’s operations, the firm currently offers two primary funds: the Focused Advantage Fund (HCMAX) and the Advantage Equity Fund (HCMTX).

    The stated mission of the firm is to “make money for clients by investing in companies that we believe have sustainable competitive advantages.” To execute their investment vision, the firm stresses three core philosophical principles:  


  • Comment for Mark Hillman Portfolio Holdings -- GuruFocus.com

    I like the new holding history feature. very useful.  


  • Volatility have historically offered opportunities for patient shareholders

    Mark Hillman shareholder letter: "Times of crisis, fear and capitulation are seldom enjoyed by investors as volatility often concurrently increases. However, these situations have historically offered opportunities for patient shareholders to increase their equity exposure. We believe that the best way to allocate capital is by investing in individual companies which we believe have a sustainable competitive advantage at times when we think their shares are undervalued."

    "In our opinion, this is the best way to achieve strong performance over the long-term. We feel that our focus on the underlying business and competitive position of each firm has served us well in the past and we anticipate it will continue to do so over longer periods of time. "  


  • Mylan opportunity ?

    I would like to discuss myl.
    After purchase Merck the stocck fall 30%.
    If the merger succeedes the price ($13) is very low.(Dreman payed 19).  


  • Equity markets are well positioned for continued strength

    Mark Hillman's The Hillman Advantage Equity Fund gained 17% for the 12 months ended 06/30. This is his commentary for the second quarter. "Corporate profits remain near all-time highs, corporate balance sheets continue to show healthy liquidity, and interest rates, while higher than in quarters past, are still low compared to long-run norms. In light of these facts, we believe equity markets are well positioned for continued strength..."

    Equity markets turned in a strong quarter with the S&P500, a widely followed market proxy, returning 6.27% for the quarter. As mentioned in previous letters, we believe that equity markets have strong fundamentals but investment obstacles are growing in intensity. Corporate profits remain near all-time highs, corporate balance sheets continue to show healthy liquidity, and interest rates, while higher than in quarters past, are still low compared to long-run norms. In light of these facts, we believe equity markets are well positioned for continued strength. However, the investment climate is still concerned with the heavy use of debt instruments, the housing sector’s continued decline, the growing budget deficit, weak gross domestic product (GDP) data, elevated energy prices, and a less competitive U.S. dollar.  


  • Mark Hillman Buys Goldman Sachs Group Inc., Petrochina Co. Ltd., Tata Motors Ltd., Sells American Electric Power Co.

    Value Investor Mark Hillman likes to buy companies with competitive advantages. These are his buys and sells during the first quarter of 2007. Mark Hillman owns 53 stocks with a total value of $731 million.

    Mark Hillman buys Goldman Sachs Group Inc., Petrochina Co. Ltd., Tata Motors Ltd., sells American Electric Power Co. during the 3-months ended 03/31/2007, according to the most recent filings of his investment company, Hillman Capital Management. Mark Hillman owns 53 stocks with a total value of $731 million. These are the details of the buys and sells.  


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