Hamlin manages income-focused portfolios for municipal pension plans, retirement funds, endowments, foundations, and high-net-worth individuals.

Please refer to the disclaimer at the bottom of this page.

* Management fees will reduce dividend yield. Please see Performance section for net of fee performance for the strategy.

Hamlin’s Equity Composite advanced 0.41% over the first three months of 2026, compared to a 4.33% decline for the S&P 500. Stock markets wobbled as AI-driven disruption headwinds, private credit concerns, and the war in Iran erased early-quarter optimism around post-tariff normalization and a potential interest rate easing cycle. The Hamlin Bond Composite increased 0.89%

Hamlin’s equity composite advanced 0.52% over the last three months of 2025, compared to a 2.66% gain for the S&P 500. Market sentiment became increasingly constructive as the Federal Reserve’s easing cycle helped outweigh concerns surrounding the longest U.S. government shutdown on record and a brief bout of anxiety around a potential AI bubble, fostering

Renewed hostilities in Iran disrupted energy markets, pushing oil prices above $100 per barrel in September. The company benefited from owning energy-exposed companies.

Geopolitical tensions in Iran influenced oil prices, Treasury yields, and investor sentiment during the second quarter.

Hamlin is 100% employee owned by nine partners who work full-time for the firm. Hamlin is a long-term, long-only, fundamental investor.

Located in New York City, Hamlin Capital Management LLC (“Hamlin”) is an SEC-registered* independent investment advisory firm catering to high net-worth individuals and institutions.

Hamlin encourages employees and partners to volunteer and donate to nonprofit organizations.

Hamlin Capital Management was founded on the belief that compounding income is a better way to preserve purchasing power, reduce volatility, and grow capital.

Hamlin focuses on income-generating investments to preserve wealth and support long-term capital appreciation.

Hamlin offers opportunities and solutions for potential clients.

Hamlin Capital Management LLC (“Hamlin”) is an SEC-registered* independent investment advisory firm catering to high net-worth individuals and institutions.

Federal law requires Hamlin to disclose how it collects, shares, and protects personal information.

Hamlin is required by federal regulations to provide disclosures regarding compensation for services furnished to clients that are subject to the Employee Retirement Income Security Act of 1974 (“ERISA”).