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' s Profile & Performance

Profile

Mark Hillman is president of Hillman Capital Management, the company he founded in 1998. Prior to that, he was chief investment officer of Custom Asset Management and Menocal Capital Management, whose assets he brought into Hillman Capital.

Web Page:http://www.hillmancapital.com/

Investing Philosophy

Mark Hillman invests companies which have quantitative competitive advantages, and have temporarily fallen out of favor for reasons that are considered non-recurring or short-term and whose value is not currently well known or whose value is not fully recognized by the public. In determining valuation, Hillman looks at factors including cash flow, dividends, sales, earnings, book value and projected growth rates.

Total Holding History

Performance of Focused Advantage Equity Compo

YearReturn (%)S&P500 (%)Excess Gain (%)
201340.8931.559.3
201213.7215.4-1.7
2011-5.592.08-7.7
3-Year Cumulative51.3 (14.8%/year)55 (15.7%/year)-3.7 (-0.9%/year)
201014.2315.06-0.8
200942.4526.4616.0
5-Year Cumulative146.1 (19.7%/year)125.5 (17.7%/year)20.6 (2%/year)
2008-43.75-37-6.8
2007-2.585.61-8.2
200613.0515.79-2.7
200516.24.9111.3
200422.921210.9
10-Year Cumulative117.8 (8.1%/year)104.1 (7.4%/year)13.7 (0.7%/year)
200357.1928.728.5
2002-17.72-22.14.4
2001-0.79-11.911.1
20007.22-9.116.3
199955.422134.4
15-Year Cumulative365.7 (10.8%/year)98.3 (4.7%/year)267.4 (6.1%/year)

Top Ranked Articles

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. Read more...
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. Read more...
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%. Read more...
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). Read more...
Guru Stocks at 52-Week Lows: INTC, MCD, OXY, DCM, DD
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. Read more...
» More Mark Hillman Articles

Commentaries and Stories

  • Currently 2.67/5

Rating: 2.7/5 (3 votes)

Mark Hillman’s Top Five Holdings Mark Hillman - 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. More...

  • Currently 4.45/5

Rating: 4.5/5 (22 votes)

Perspectives for the Steel Industry: Which Furnaces Should Be Turned On?
Cyclical as it is, one would expect the steel industry to be one of the major beneficiaries of an eminent global recovery. With the World Bank having recently increased its 2014 global growth outlook to 3.2% year-on-year from a previous projection of 3%, and the Federal Reserve trimming by USD 10 billion its asset purchases to USD 65 billion per month, citing a better economic climate in the US, bullish expectations for steelmakers would make sense. Nevertheless, headwinds such as still-low selling prices or subpar economic growth in the euro area raise doubts among investors. So which company would be the best fit for such an environment? More...

LONG, STEEL, U.S., STEVEN COHEN, PAUL TUDOR JONES, RAY DALIO


  • Currently 3.50/5

Rating: 3.5/5 (4 votes)

Guru Mark Hillman's Third Quarter Top Five Stocks Mark Hillman - 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. More...

  • Currently 3.67/5

Rating: 3.7/5 (3 votes)

Guru Mark Hillman Buys 3 New Stocks - Corning, UPS, AT&T Mark Hillman - 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%. More...

  • Currently 2.00/5

Rating: 2.0/5 (1 vote)

Guru Stocks at 52-Week Lows: RDS.A, IBM, T, PM, SPG
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

  • Currently 3.00/5

Rating: 3.0/5 (3 votes)

Guru Stocks at 52-Week Lows: INTC, MCD, OXY, DCM, DD
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

  • Currently 3.40/5

Rating: 3.4/5 (10 votes)

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. More...

RETAIL, OIL & GAS, SUPERMARKETS, LONG TERM INVESTORS


  • Currently 2.50/5

Rating: 2.5/5 (10 votes)

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). More...

MARK HILLMAN


  • Currently 2.29/5

Rating: 2.3/5 (17 votes)

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." More...

  • Currently 2.45/5

Rating: 2.5/5 (11 votes)

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..." More...

  • Currently 2.00/5

Rating: 2.0/5 (18 votes)

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. More...

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