Media Room

Good Funds in Bad Markets -
John Waggoner of Kiplinger's captures the distinctive value philosophy and process that Hillman Capital Management has been executing for more than two decades. The Hillman Value Fund (HCMAX), with an inception of 2000, has navigated multiple market cycles with the goal of investing in quality businesses with competitive advantages at discounted valuations. When markets misprice securities and quality franchises, Hillman sees opportunity for our shareholders and investors.

Past performance is not a guarantee of future results. To obtain current performance data regarding the Hillman Value Fund, including performance data current to the most recent month-end, please visit HCM-19-93

RPT-U.S. value fund managers betting shift to value stocks won’t last -
David Randall of Reuters highlights the historically large differential in performance between growth and value styles of investing over the trailing decade. Mark Hillman points out that the recent move up in some value names does not necessarily mean that value opportunities are lacking in the marketplace. At Hillman, we believe that market volatility creates the potential for great businesses to be mispriced, which may provide opportunities to invest at attractive valuations for our shareholders and investors.

Past performance is not a guarantee of future results. To obtain current performance data regarding the Hillman Value Fund, including performance data current to the most recent month-end, please visit HCM-19-93

"The Name Of The Game" - Wall $treet Week
Mark Hillman talks with Wall Street Week's Jeff Salkin about the five factors that help him identify companies with sustainable long-term competitive advantages. Mark discusses what he sees as the cheapest stock in a "dramatically undervalued" sector. Featured in April 2012.

"A day in the life of an Investment Manager" - Money Matters
Tom Spottiswood of RiverBay Investment Group interviews Mark Hillman to discuss how Mark developed the firm's proprietary investment process and how it has evolved over time. Tom and Mark go on to highlight some of the challenges and opportunities for investors in the current market.

Hillman: "Good Backdrop for Equity Investing"
Mark Hillman, President and Chief Investment Officer of Hillman Capital Management, describes his firm's investment approach and assesses the investing landscape.

"Corning's Winning App for the iPad" -
Jack Willoughby discusses innovative trends in the LCD glass industry. Mark Hillman weighs in on Corning's valuation. Featured on December 11, 2010.

"Strength in Small Numbers" - Market Watch, The Wall Street Journal
Jonathan Burton interviews Mark Hillman and discusses the Focused Advantage Value Equity Fund and some of this year's top picks in this article published on September 15, 2009.

"Use Common Sense" - Forbes Magazine
Senior Editor, Bob Lenzner, interviews Mark Hillman on the "Street Talk with Bob Lenzner" television show. You can view the January 18, 2006 interview, which discusses the HCM approach to portfolio management.

"The Top 65 Separately Managed Accounts" - On Wall Street Magazine
The Wall Street Magazine ranks HCM's Focused Advantage Value Equity Portfolios as seventh on its list of The Top 65 Separately Managed Accounts in a January 1, 2006 article. Results are scored based upon Treynor ratios. Forty percent of the total score comes from the SMA's five-year Treynor ratio, 35% from its three-year Treynor and 25% from its one-year Treynor.

"World's Best Money Managers"
Thomson Financial ranks HCM's Focused Advantage Value Equity Portfolios as first in its asset class-U.S. Large Cap Growth and Value Equity-for the 12 quarters ending December 31, 2005.

"An Undiscovered Gem" -
Kiplinger says that Mark Hillman has "got what it takes to continue to excel" in this June 14, 2005 article.

"Valued Collection" - Dow Jones MarketWatch
Dow Jones MarketWatch says the HCM approach "has paid off for fund shareholders" in this article published on February 11, 2005.

"The Bargain Hunter" - Fortune Magazine
Fortune Magazine recognizes Mark Hillman's performance using the HCM process in this August 23, 2004 article.


Mark Hillman and HCM Management staff have also been quoted in Fortune Magazine, The New York Times, MSN Money, USA Today, Bloomberg News, The Baltimore Sun, The San Francisco Chronicle, and Bloomberg Television.

Principal Risks of Investing in the Fund

An investment in the Fund is subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Generally, the Fund will be subject to the following additional risks: Cybersecurity Risk, Investment Advisor Risk, Market Risk, Risks from Writing Options, Sector Focus Risk, COVID-19 Risk, Small-Cap and Mid-Cap Companies Risk, and Value Risk. More information about these risks and other risks can be found in the Fund's prospectus.

An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at by calling Shareholder Services at 1-855-400-5944. The prospectus should be read carefully before investing.

The Fund may not be available for sale in all states. The information presented on this page is not an offer to sell or a solicitation of an offer to purchase the Fund.

ALPS Distributors, Inc. is the distributor of the Hillman Capital Management Funds, 1290 Broadway, Suite 1000, Denver, CO 80203.

ALPS Distributors, Inc. is not affiliated with Hillman Capital Management, Inc.