Hamlin Capital Management, LLC
Hamlin Capital Management, LLC is an independent, SEC-registered investment advisory firm headquartered in New York, NY. Founded in 2001, the firm specializes in serving high-net-worth individuals, institutions, foundations, and pensions. With a team of approximately 22 employees, Hamlin offers investment management services focused on income-oriented US equity and municipal bond strategies.
Investment Strategy
Hamlin Capital Management primarily pursues income-focused investment strategies. The firm invests in high-quality, dividend-paying US equities and actively managed municipal bonds, seeking to generate attractive income and preserve capital. Their philosophy emphasizes fundamental research, favoring companies with strong balance sheets, reliable cash flows, and a history of sustaining or growing dividends. Hamlin takes a long-term perspective in portfolio construction and targets clients with income needs such as individuals, foundations, and retirement plans.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 6.48% | $280.1M | 1,016,067 | $45.80 | $275.65 | +$111.5M |
C CME | CME GROUP INC | 5.05% | $218.1M | 791,153 | $193.66 | $275.62 | +$8.1M |
M MS | MORGAN STANLEY | 4.98% | $215.2M | 1,528,105 | $87.14 | $140.86 | +$38.5M |
T TXN | TEXAS INSTRS INC | 4.95% | $214.0M | 1,030,894 | $178.31 | $207.62 | +$51.9M |
P PEG | PUBLIC SVC ENTERPRISE GRP IN | 4.82% | $208.5M | 2,476,266 | $59.59 | $84.18 | +$6.1M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Partner and Portfolio Manager | Rye, NY , United States | |
 | Partner | Metuchen, NJ , United States | |
 | Senior Partner | New York, NY , United States | |
P Parker Stitzer | Partner | New York, NY , United States | |
R Ross Gabrielson | Equity Analyst | New York, NY , United States | |
 | Senior Partner | New York, NY , United States | |
| Fixed Income Analyst, High Yield Municipals | New York, NY , United States |