HM

HS Management Partners, LLC

13F
HS Management Partners, LLC
Last update 2024-01-11 21 Stocks (1 new)
Value $2.16 Bil Turnover 11 %
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HS Management Partners, LLC Profile

HS Management Partners, LLC is an investment management firm based out of New York City, New York. The company was originally established in 2007 by founder Harry W. Segalas, who was previously the CEO and CIO of W.P. Stewart & Co. Inc., and is still with the company acting as its Managing Member and CIO. HS Management Partners has grown from its inception to now operate with 14 employees of which half are investment professionals. The company conducts its research both internally and externally, utilizing a fundamental methodology. HS Management Partners invests using a bottom up investment approach, allocating its assets in the growth stocks of companies in the public equity markets on a global scale. The company invests most heavily in the consumer discretionary sector, which alone makes up over half of its total asset allocations, and also invests in the information technology, which makes up another fifth of its allocations, and consumer staples sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations an average of just over 9 quarters with its top 10 holdings being held for approximately 5.4 quarters on average. HS Management Partners, in the most recent quarter, had a turnover rate of 26.1%. The company manages over $3 billion in total assets under management spread across over 200 total accounts, all of which are discretionary accounts. Both of HS Management Partners’s total number of accounts and total assets under management have been increasing in recent years with its total assets under management growing significantly from $270 million back in 2010 to experience over ten times in growth to its current amount today. The company mainly caters to charities and high net worth individuals, which each make up over a quarter of its entire client base, and also provides services to a variety of other clientele.
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