Hahn Capital Management LLC
Hahn Capital Management LLC is an independent asset management firm headquartered in Walnut Creek, California. Founded in 1995, the firm primarily serves high net worth individuals, charitable organizations, and select US-based corporate clients. The firm employs a small, specialized team of investment professionals, with 6 employees as of 2024, and manages assets totaling approximately $800 million.
Investment Strategy
Hahn Capital Management LLC specializes in value-oriented equity investing, with a disciplined approach focused on undervalued and high-quality companies. The firm primarily manages separate accounts for clients, emphasizing long-term, bottom-up fundamental research and disciplined risk management in the pursuit of consistent capital appreciation. Hahn Capital generally invests in US-listed securities and focuses on personalized portfolio management to meet clients' specific objectives and constraints.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CBRE | CBRE Group | 7.34% | $15.3M | 97,177 | $73.97 | $157.56 | +$1.1M |
W WAB | Wabtec | 5.52% | $11.5M | 57,426 | $134.63 | $200.47 | -$1.0M |
V VIRT | Virtu Financial | 5.01% | $10.4M | 294,259 | $28.89 | $35.50 | -$3.3M |
I ICE | Intercontinental Exchange, Inc. | 4.89% | $10.2M | 60,519 | $129.99 | $168.48 | -$1.4M |
E EEFT | Euronet Worldwide | 4.81% | $10.0M | 114,393 | $83.14 | $87.81 | +$446.9K |
Industry Allocation
Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | President and Chief Investment Officer | San Francisco, CA , United States | |
 | Senior Investment Analyst | CA , United States | |
M Mike Whitfield | Senior Research Analyst | San Francisco, CA , United States | |
P Patrick Tinucci | Senior Analyst | San Francisco, CA , United States |