“The prime purpose of a business corporation is to pay dividends to its owners. A successful company is one that can pay dividends regularly and presumably increase the rate as time goes on.” – Benjamin Graham & David Dodd
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.
Michael M. Tang, CFA
Partner and Equity Portfolio Manager
Princeton University, BA Economics, Summa Cum Laude and Phi Beta Kappa, 2007
Michael M. Tang, 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.
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 the consumer staples and basic materials sectors globally, and at Eachwin Capital where he primarily covered financial services companies 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. Mr. McDermott holds a Chartered Financial Analyst designation from the CFA Institute.
The Hamlin Funds are distributed by SEI Investments Distribution Co. (SIDCO) which is not affiliated with Hamlin Capital Management, LLC or any other affiliate. Check the background of SIDCO on FINRA’s BrokerCheck
Mutual fund investing involves risk, including possible loss of principal. There can be no assurance that the portfolio will achieve its stated objectives. Bond and bond funds will decrease in value as interest rates rise. A company may reduce or eliminate its dividend, causing losses to the fund. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, differences in generally accepted accounting principals, or from social economic, or political instability in other nations.
To determine if the fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the fund’s summary and full prospectus, which may be obtained by calling 1-855-HHD-FUND or by visiting our website at www.hamlinfunds.com. Read the prospectus carefully before investing or sending money.