🚨 Now Available on Orion Communities + Gated OPS! 🚨 We’re excited to announce that the Hillman Advantage Value SMA is now accessible through the Orion Communities and Gated OPS platform! #RIAs leveraging #OrionCommunities now have access to our actively managed value strategy, focused on a Disciplined Value Investment Philosophy. With over two decades of investing in companies that we believe have a sustainable competitive advantage, we purchase the most undervalued securities in our proprietary Qualified Investment Universe (QIU). 💼 Why Leverage Hillman Capital Management 💼 With over 25 years of performance, the Hillman Advantage Value SMA is built for advisors who value conviction, transparency, and long-term discipline. 👇Why Partner with Hillman Capital Management, Inc.: *Proven Results Since 1998, our strategy has delivered strong long-term, risk-adjusted returns across full market cycles. *Quality + Value We invest in competitively advantaged businesses trading at what we believe to be attractive valuations — not trends or speculation. *Equal-Weighted Portfolio Construction No overconcentration, just disciplined diversification driven by fundamentals. *Advisor-Centric & Fiduciary-Friendly One strategy. One process. Fully transparent. Built for advisors who want alignment and clarity. For enterprise firms using Orion Gated OPS & want access to our SMA’s, please reach out to Lindsey Vaughan, CFA or Terry Brems! Let’s build together — now easier than ever with seamless allocation capabilities via Orion. #HillmanCapital #SMAstrategies #OrionCommunities #RIAs #GatedOPS #ValueInvesting #ActiveManagement #Advisors #PortfolioSolutions #InvestmentStrategy
关于我们
HCM is a corporation formed under the Maryland General Corporation Law for the primary purpose of engaging in investment management. The corporation was founded in February 1998 and is registered with the SEC as an investment adviser under the Investment Advisors Act of 1940. HCM is an independent entity with majority ownership controlled by the employees and principals of the corporation. HCM invests in quality businesses that we believe have a sustainable competitive advantage and that markets have undervalued relative to our established quantitative measures that have been deployed through multiple market cycles for over 20 years. The HCM value investment philosophy and process were first incepted in 1995 and have been managed under the sole discretion of HCM’s Chief Investment Officer continuously since that time. HCM believes; 1) Companies with a sustainable competitive advantage will outperform the broad market over time. 2) Market volatility can be exploited to purchase companies at a discount to their intrinsic value. 3) A consistent adherence to a discipline based on fundamental valuation techniques will produce results. Hillman Capital Management, Inc. is a registered investment adviser. Registration does not imply a certain level of skill or training.
- 网站
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http://www.hillmancapital.com
Hillman Capital Management, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Bethesda,Maryland
- 类型
- 私人持股
- 创立
- 1998
- 领域
- Value Equity Boutique
地点
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主要
7250 Woodmont Avenue
Suite 310
US,Maryland,Bethesda,20814