Mark Hillman

Hillman Capital Management

Last Update: 2013-05-14

Number of Stocks: 20
Number of New Stocks: 2

Total Value: $34 Mil
Q/Q Turnover: 10%

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

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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

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Performance of Focused Advantage Equity Compo

Year	Return (%)	S&P500 (%)	Excess Gain (%)
2012	13.72	15.4	-1.7
2011	-5.59	2.08	-7.7
2010	14.23	15.06	-0.8
3-Year Cumulative	22.6 (7%/year)	35.5 (10.7%/year)	-12.9 (-3.7%/year)
2009	42.45	26.46	16.0
2008	-43.75	-37	-6.8
5-Year Cumulative	-1.7 (-0.3%/year)	8 (1.5%/year)	-9.7 (-1.8%/year)
2007	-2.58	5.61	-8.2
2006	13.05	15.79	-2.7
2005	16.2	4.91	11.3
2004	22.92	12	10.9
2003	57.19	28.7	28.5
10-Year Cumulative	143 (9.3%/year)	99.7 (7.2%/year)	43.3 (2.1%/year)
2002	-17.72	-22.1	4.4
2001	-0.79	-11.9	11.1
2000	7.22	-9.1	16.3
1999	55.42	21	34.4

Top Ranked Articles

Undervalued Stocks from Mark Hillman

February 17, 2012

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 Stocks at 52-Week Lows: INTC, MCD, OXY, DCM, DD

November 11, 2012

According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. Read more...

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

July 25, 2011

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...

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

May 14, 2007

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. Read more...

» More Mark Hillman Articles

Commentaries and Stories

Currently 3.00/5

Rating: 3.0/5 (3 votes)

Guru Stocks at 52-Week Lows: INTC, MCD, OXY, DCM, DD

November 11, 2012

According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

Currently 3.44/5

Rating: 3.4/5 (9 votes)

Undervalued Stocks from Mark Hillman

February 17, 2012

RETAIL, OIL & GAS, SUPERMARKETS, LONG TERM INVESTORS

Currently 2.25/5

Rating: 2.3/5 (8 votes)

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

July 25, 2011

MARK HILLMAN

Currently 2.29/5

Rating: 2.3/5 (17 votes)

Volatility have historically offered opportunities for patient shareholders

June 18, 2008

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 2.00/5

Rating: 2.0/5 (9 votes)

Equity markets are well positioned for continued strength

September 23, 2007

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...