Jason D. Burack, CFP® 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. We also provide comprehensive and modular financial planning services.
At Hawk Capital Management we are focused on serving our clients needs by investing in equities using proprietary research and providing financial planning.
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.
Additional Considerations:
- The personalities and skill set of management
- Diversified base of customers and suppliers
- The degree to which a company's products and services are on trend or resonate with the consumer
- The opportunity for geographic expansion or bolt on acquisitions
- Nature of the competitive landscape
- Ties to commodity prices
- The retention rate of customers
- Operating leverage within the income statement
- Shareholder friendliness
- Favorable capital structures
- Effective allocation of capital
- A history of consistent operating results
- A clear and defined business strategy
- Industry leadership position
Hawk Capital Management offers financial planning designed to bring greater clarity, organization, and intentionality to a client’s financial life.
Planning may cover retirement, tax planning analysis, insurance, estate planning coordination, education funding, cash flow, asset allocation, and guidance on held-away assets such as 401(k)s and other outside accounts.
Some clients engage us for a specific project. Others prefer an ongoing planning relationship that provides continuing advice as life and markets evolve. Depending on the engagement, planning may also include broader portfolio guidance and coordination with other trusted professionals such as CPAs and estate attorneys.
Our role is to help clients make thoughtful, informed financial decisions within the context of their full financial picture.
Jason D. Burack is a CERTIFIED FINANCIAL PLANNER™ professional, and 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.
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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.
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Email: jason@hawkcapitalmgmt.com Phone: 508-263-0184