Michael M. Tang, CFA, Partner and Equity Portfolio Manager, joined Hamlin Capital Management in January 2013. His responsibilities at Hamlin include equity research and portfolio management. Prior to joining Hamlin, Mr. Tang was an equity research associate at Barclays and helped cover the leisure and gaming equipment sectors. Previously, Mr. Tang was an investment banking analyst at Lehman Brothers, where he worked on convertible debt origination, accelerated share repurchases, and other derivative-related transactions as part of the Equity-Linked and Hybrid Solutions group. Mr. Tang holds a Chartered Financial Analyst designation from the CFA Institute and is a member of the Board of Trustees for the East Harlem School.
Mr. D’Agnes, CFA, Partner and Equity Portfolio Manager, joined Hamlin in 2001. His responsibilities include equity research, stock selection, and equity portfolio construction. Prior to focusing his attention on equity portfolio management in 2006, Mr. D’Agnes was involved in all aspects of the firm during its early phases of growth. This comprised of credit and equity analysis, trading and operations, and client relationship management. Prior to Hamlin, Mr. D’Agnes was an analyst in the Municipal Capital Markets group at Merrill Lynch, where he was involved in the structuring of derivative contracts for hospitals and other tax-exempt municipal issuers. He holds a Chartered Financial Analyst designation from the CFA Institute.
Ross Gabrielson, CFA, Equity Analyst, joined Hamlin Capital Management in April 2024. His responsibilities at Hamlin include equity research analysis and portfolio management support. Prior to joining Hamlin, Mr. Gabrielson was an equity analyst and portfolio manager at Brown Brothers Harriman where he was a generalist focused on international equities. Previously, Mr. Gabrielson was an equity analyst at Wafra, Inc. where he covered Consumer Staples and Materials sectors globally, and at Eachwin Capital where he primarily covered Financial Services in the United States. Mr. Gabrielson began his career as a credit analyst at Moody’s Investors Service in the municipal housing finance group. He holds a Chartered Financial Analyst designation from the CFA Institute.
Jaclyn C. Hourihan, CFA, Equity Analyst, joined Hamlin Capital Management in May 2017. Her responsibilities at the firm include equity research analysis and providing portfolio manager support. Prior to joining Hamlin, Ms. Hourihan was a Vice President at Evercore ISI, covering U.S. Oil & Gas Exploration and Production for the firm’s equity research platform. Prior to Evercore ISI, Ms. Hourihan was an equity research associate at Deutsche Bank on the U.S. Oil & Gas Exploration and Production team. Ms. Hourihan holds a Chartered Financial Analyst designation from the CFA Institute.
Riggs McDermott, Associate, joined Hamlin Capital Management in December 2019. His responsibilities at the Firm include supporting the equity team. He is a CFA Level III Candidate.
Fiscal Year End | 12/31 |
Inception Date | 1/1/2001 |
SMA Minimum Initial Investment | $1,000,000 |
Subsequent Minimum Investments | None |
Benchmarks | Russell 1000 Value, S&P 500 |