Hahn Capital Management, LLC

Hahn Capital Management, LLC (HCM) is a registered investment adviser founded in 1988 by Elaine F. Hahn. The firm specializes in providing non-custodial full discretionary investment advisory services. HCM's total firm assets under management are $521.55 million, actively managed at $205.96 million, and Advisory-Only UMA/SMA at $315.59 million. The firm is 100% employee-managed, with three Managing Members: John D. Schaeffer (President and CIO), Michael Whitfield (Director of Research and Co-Portfolio Manager), and Paul O. Javier (CCO and Director of Operations). HCM typically requires a minimum equity account size of $500,000, with management fees varying based on account type and size. The firm offers investment advice on Mid Cap Value Equity, Mid Cap Core Equity, and Equity Value Strategies, focusing on companies with $2B to $50B market capitalization. HCM also participates in certain SMA/UMA Programs and Platforms as a Model Provider. The firm does not charge performance-based fees and serves various types of clients, including individuals, high net worth individuals, family offices, and institutional clients. HCM's investment strategies are managed by an Investment Committee, focusing on bottom-up, fundamentally-driven security selection. HCM's investment professionals include John D. Schaeffer, Paul O. Javier, Michael A. Whitfield, Helen Chen, and Jordan Herley, each bringing a wealth of experience and expertise to the firm. The professionals adhere to HCM's Code of Ethics and Compliance Policies, ensuring the highest standards of professionalism and integrity in serving clients.