Hamlin Capital Management, LLC

Hamlin Capital Management, LLC
Last update 2024-01-09 27 Stocks (1 new)
Value $3.18 Bil Turnover 3 %
Portfolio Report

Hamlin Capital Management, LLC Profile

Hamlin Capital Management, LLC is an investment management firm based out of New York City, New York. The company was originally established in 2001 out of its predecessor firm with Mark Stitzer and the original founder coming together to focus on the belief that “compounding income is a better way to preserve purchasing power, reduce volatility, and grow capital relative to the myriad of investment strategies and products that have beguiled institutions and individuals over recent decades.” Hamlin Capital Management conducts its research internally and externally, utilizing a fundamental and technical methodology to make its investment decisions. The company invests in the stocks of companies across all capitalizations, allocating its assets in the public equity and fixed income markets on a global scale. Hamlin Capital Management invests most heavily in the consumer discretionary sector, which alone makes up a quarter of its total asset allocations, and also invests in the information technology, utilities and telecommunications, industrials, health care, finance, materials, and real estate sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations for just over 11 quarters on average although the firm only holds its top 10 allocations, which make up over a third of its total holdings, for 2.6 quarters on average. In the most recent quarter, Hamlin Capital Management had a turnover rate of approximately 30.8%. Hamlin Capital Management oversees over $3.3 billion in total assets under management spread across over 1,100 total accounts, all of which are discretionary accounts. Both of the company’s total number of accounts and total assets under management have been increasing in recent years with its total assets under management increasing significantly from under $600 million back in 2010 to well over five times that amount today. Hamlin Capital Management currently offers its Equity Income and High Yield Municipal Bond strategies.
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