Founded in 2007, HS Management Partners applies a focused, bottom-up, fundamentals-first approach to quality growth equity management through its sole strategy: the HSMP Concentrated Quality Growth Equity. We look to assemble a concentrated portfolio of 20-25 securities, comprised of what we consider to be quality businesses with strong future earning/cash flow growth potential, while being highly attentive to valuation.
HSMP was founded on the principle that a successful asset management practice requires strength across the disciplines of investments, client service, operations, and compliance. All resources are dedicated to the successful implementation of our sole investment strategy. Experienced professionals occupy senior positions in each discipline and we have assembled a cohesive group with a high degree of continuity. Our Team of 18 full-time professionals average over 28 years of financial services industry experience. Investment team members have seen and worked through a variety and number of economic cycles and market conditions, allowing them to adapt to the rapidly changing nature of economic and financial markets.
Each of our four founding partners brings over 41 years of investment experience to HSMP. Harry Segalas, Managing Partner & Chief Investment Officer, and David Altman, Partner & Director of Research, have worked closely together for over 25 years. Greg Nejmeh, Partner, President & Investment Strategist, worked with Harry in the early stages of their investment careers at the firm of Shearson Lehman Hutton. Bart Buxbaum, Partner & Chief Administrative Officer, had worked with Harry, David, and other HSMP professionals previously at W.P. Stewart & Co., Inc.
We manage advisory accounts primarily for high net worth individuals (including family offices) charitable organizations (including endowments and foundations), and ERISA plans. We also manage advisory accounts for unrelated/third party pooled investment vehicles (including those formed by families to manage their wealth, private funds and offshore funds) and act as a sub-adviser to a registered investment company. Most of our clients are domestic and some are foreign, and we manage assets for both non-taxable and taxable accounts on a fully discretionary basis. We charge our clients an investment advisory fee based on a percentage of an account’s assets under management (Fee Schedule).
Note: The information above is current as of 12/31/2022. Please refer to Disclosures and our Firm Brochure (ADV Part 2A) for more information about our Firm, strategy, fees, and risks.
Investing in securities involves significant risks, including the risk of loss of the original amount invested. Some material risks applicable to our investment strategy include (listed alphabetically): Active Management Risk, Concentration Risk, Equity/Foreign Securities Risk, General Economic and Market Conditions Risk, Liquidity Risk and Market Capitalization Risk. This does not list every potential risk associated with our investment strategy. See material risks applicable to our investment strategy and important information and disclosures regarding our Firm at www.hsmanage.com/disclosures/ and our Firm Brochure (at www.hsmanage.com/documents/ or upon request at 212-888-0060. There can be no guarantee that investing with us will be profitable. Past performance is not indicative of and does not guarantee future results.