Jason Burack is the CEO of Hawk Capital Management, LLC a registered investment advisor. Being a registered investment adviser or referring to being registered does not imply a certain level of skill or training. The firm manages discretionary fee-only equity portfolios for individuals and families. We focus on stock investments in companies that have capital efficient operating models, recurring revenues, high returns on invested capital, secular industry tailwinds, and an enviable competitive position.
At Hawk Capital Management we are focused on serving
our clients needs and investing in equities
using proprietary research.
The firm strives to build long lasting mutually beneficial relationships with each client. This is achieved through integrity, frequent meaningful communication, and outstanding customer service.
Hawk Capital Management has stringent investment standards for each position in the portfolio, consistent with our concentrated approach.
We generate proprietary equity research using fundamental and industry trend analysis, while employing analytics to enhance our view and understanding.
The firm's equity strategy is a bottom-up fundamental approach using proprietary research. We build concentrated portfolios of initially equally weighted positions, occasionally rebalancing in accordance with information flows and relative weighting deltas. Our focus on smaller capitalization companies allows us to identify potential opportunities where others may not be looking. When evaluating larger more widely followed companies, we identify opportunities where the market's efficiency may have overpriced in a set of expectations.
Hawk Capital Management prefers asset light, recurring revenue businesses that can generate substantial incremental return on invested capital. We also like industry leading firms with enviable competitive positions bordering on monopoly.
An important goal of the research process is to value the underlying business. If a stock trades at a discount to its intrinsic value, there may exist potential for capital appreciation. To determine intrinsic value, we primarily use the balance sheet and discounted cash flow analysis.
Jason D. Burack is the owner and CEO of the firm. Prior to establishing Hawk Capital Management, Mr. Burack spent time developing algorithmic and research-driven strategies. He was an Investment Advisor Representative at IC Advisory Services, Inc., where he managed portfolios for wealthy individuals on a discretionary basis. Jason Burack received his BSBA in Finance from Boston University's School of Management.
DISCLOSURE: Past performance is not indicative of future returns. Future returns are not guaranteed and a loss of principal may occur. This information has not been audited and we make no representations as to its accuracy or completeness. Returns provided are money or time weighted, calculated net of management fees (2% annualized, payable in advance quarterly) and commissions, but before taxes and inflation.
Nothing on our website or in information or advertising contained in or available to users from our website is intended to be and should not be construed as a solicitation to purchase or sell a specific security nor should it be construed to be an endorsement or approval of any specific security or investment strategy.
Email: jason@hawkcapitalmgmt.com Phone: 508-263-0184
Hawk Capital Management, LLC is owned by Jason Burack, and is a registered investment advisor in Massachusetts and Pennsylvania. It is not registered with the SEC or any other states. For more information pertaining to the business practices of Hawk Capital Management, LLC, visitors should review the investment brochure (Form ADV Part 2). This regulatory filing is furnished to all prospective clients and is available upon request.
Hawk Capital Management does not approve or endorse any third-party communications posted on this site. Nothing on our website or in information or advertising contained in or available to users from our website is intended to be and should not be construed as a solicitation to purchase or sell a specific security nor should it be construed to be an endorsement or approval of any specific security or investment strategy.
This website is intended for general information purposes about Hawk Capital Management, LLC, only, and does not make any warranties explicitly or implicitly as to the completeness and accuracy of such information, nor the results obtained from use of the information herein or from third party links that may be posted on the site.