Hs Management Partners, LLC

HS Management Partners, LLC is a long-only investment management firm specializing in publicly traded equities. Established in June 2007 by Harry Segalas, the firm's investment strategy focuses on quality growth equity, emphasizing business quality, earnings potential, and valuation. They manage discretionary client accounts for high-net-worth individuals, charitable organizations, ERISA plans, and other entities. The firm aims to build a concentrated portfolio of 20-25 companies, primarily in the consumer discretionary, consumer staples, and technology sectors. Clients have discretion over their custodian and can deposit or withdraw assets at any time. The firm charges an annualized fee based on assets under management, prorated for account flows. They do not charge performance-based fees and act as fiduciaries, putting client interests first. HS Management Partners, LLC does not engage in principal or agency cross transactions and uses soft dollars for research and brokerage services. Clients receive quarterly performance reports and have the option to delegate proxy voting authority to the firm. The firm does not participate in IPOs and reviews accounts continuously to ensure strategy implementation. They do not compensate for client referrals and have not been involved in disciplinary actions.