Information on the Markets
- Hillman Capital Management's insight on trends in the market over the last quarter.
Spotlight on Competitive Advantage
- A monthly publication in which we highlight one randomly selected company that satisfies our qualitative criteria for determining competitive advantage.
Information on HCM's Portfolios
Focused Advantage Value Equity Portfolio
The 20 securities in our Focused Advantage Equity model are purchased in equal proportion, with each stock representing approximately 5.0% of total portfolio value, subject to the following limitation: No industry may represent more than 25% of the total portfolio at the time of purchase.
Focused Portfolio Presentation
- A client approved description of our investment process.
- Client approved 1 page overview of the portfolio characteristics and performance.
- A review of last quarter's best and worst performers and our view of each company's competitive position.
Historical Focused Portfolio Review
Advantage Value Equity Portfolio
The 45 securities in our Advantage Equity model are purchased in equal proportion, with each stock representing approximately 2.2% of total portfolio value, subject to the following limitation: No industry may represent more than 10% of the total portfolio at the time of purchase.
Advantage Portfolio Presentation
- A client approved description of our investment process.
Advantage Portfolio Fact Sheet
- Client approved 1 page overview of the portfolio characteristics and performance.
- A review of last quarter's best and worst performers and our view of each company's competitive position.
Historical Advantage Portfolio Review
Information on Hillman Capital Management Inc.
Corporate Due Diligence Overview
- A summary of our Firm, Key Personnel, Services, Philosophy and Strategies.
- A complete description of our policies, procedures and fee schedule.