HS Management Partners, LLC Achieves Dual Milestone with Completion of its Five Year Composite Performance Record and Attainment of $1 Billion in Assets Under Management

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HS Management Partners, LLC (HSMP), an independent, SEC‐registered investment advisor that manages concentrated quality growth equity portfolios, achieved a milestone with the completion of its five year Composite performance record on March 31, 2012. Another milestone was achieved earlier in March when assets under management (AUM) reached $1 billion. AUM ended the quarter at $1.14 billion

HS Management Partners, LLC

HS Management Partners, LLC (HSMP), an independent, SEC‐registered investment advisor that manages concentrated quality growth equity portfolios, achieved a milestone with the completion of its five year Composite performance record on March 31, 2012. Another milestone was achieved earlier in March when assets under management (AUM) reached $1 billion. AUM ended the quarter at $1.14 billion.

For the five-year period ending March 31, 2012, the HSMP Concentrated Quality Growth Composite returned 40.5% (net of fees) versus a 28.2% gain in the Russell 1000 Growth Index and a 10.5% gain in the S&P 500 Index. These results represent outperformance of approximately 1,200 basis points over the Russell 1000 Growth and 3,000 basis points over the S&P 500. For the twelve month period ending March 31, 2012, the Composite gained 13.8% (net of fees) versus an 11.0% gain in the Russell 1000 Growth Index and an 8.5% gain in the S&P 500 Index.*

Harry Segalas, Managing Partner & Chief Investment Officer, remarks, “We have worked tirelessly to deliver superior performance for our clients over the past five years. All resources of the Firm are singularly focused on our one product. Our performance results demonstrate that active management added value for our clients.”

HS Management Partners invests client capital in a portfolio of 20 to 25 quality growth businesses. The Firm takes a multi-dimensional approach to portfolio construction, with a demonstrated willingness to go across the growth continuum, up and down the market capitalization scale, and around the globe. The HSMP team consists of twelve seasoned professionals with an average of 21 years of experience. The four Partners of the Firm – Harry Segalas, David Altman, Greg Nejmeh and Bart Buxbaum – have over 120 years of combined industry experience.

David Altman, Partner and Director of Research, adds, "We take a bottom-up, fundamental approach to identifying quality business franchises. We recognize that while investment styles ebb and flow, fundamentals never go out of favor."

The Firm’s clients include endowments, foundations, corporations, and ultra‐high net worth individuals. HS Management Partners also serves as a sub-advisor for Russell Investments and Harbor Capital Group Trust.

Bart Buxbaum, Partner and Director of Client Development, comments, “We are grateful to our clients for entrusting us with their assets. We continue to add new clients and cultivate new relationships across targeted institutional and ultra-high net worth channels."

Greg Nejmeh, Partner and President, concludes “HSMP has assembled an outstanding team of professionals. We look forward to managing and servicing client assets with the same purpose, resolve and integrity that have served as the blueprint for our early success. As optimistic realists, we believe the best is yet to come, and anticipate a long and mutually fulfilling relationship with our clients.”    

Additional information on HS Management Partners, LLC can be found on the Firm’s website at http://www.hsmanage.com. Should you have questions regarding the Firm and its services, please contact Bart Buxbaum at 212‐888‐0060.

Clients listed in this press release allowed their names to be publicly disclosed by the Firm and were selected based solely on the objective criteria that they constitute HS Management Partners’ sub-advisory relationships. Disclosure of client names does not indicate, and shall not be interpreted as, their approval, disapproval, endorsement or recommendation of the Firm or the advisory services the Firm provides.

Performance Disclosure:
HS Management Partners, LLC claims compliance with the Global Investment Performance Standards (GIPS®).
HS Management Partners, LLC is an independent SEC registered investment advisor. The Firm maintains a complete list and description of its Composite, which is available upon request. The Composite includes all fully discretionary fee paying accounts with a market value of greater than $500,000 at the time of initial inclusion. Results are based on fully discretionary accounts under management, including those accounts no longer with the Firm. Past performance is not indicative of future results. The U.S. Dollar is the currency used to express performance. For more information or for a copy of our fully compliant presentation, please contact us at 212.888.0060.

  • The HSMP Concentrated Quality Growth Composite performance was 13.8%, 25.1% and 7.0% as measured on an annualized basis for the one, three and five year intervals ending March 31, 2012. The annualized Russell 1000 Growth Index performance was 11.0%, 25.3% and 5.1% for the one, three and five year intervals ending March 31, 2012. The annualized S&P 500 Index performance was 8.5%, 23.4% and 2.0% for the one, three and five year intervals ending March 31, 2012.    

Trademark Disclosure:
Russell Investment Group is the source and owner of the trademarks, service marks, and copyrights related to the Russell 1000® Growth Index. Russell® is a trademark of Russell Investment Group. S&P 500® Index is a registered trademark of Standard and Poor’s Financial Services LLC, a division of the McGraw-Hill Companies, Inc. Standard & Poor’s is the owner of the trademarks, service marks, and copyrights related to its indexes. Neither Standard and Poor’s nor Russell Investment Group endorses, promotes, or sponsors HS Management Partners, LLC.

Copyright © 2012 by HS Management Partners, LLC. All rights reserved.

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Bart Buxbaum
HS Management Partners, LLC
212-888-0060
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