Hillcrest Asset Management Employee Directory

Investment ManagementTexas, United States11-50 Employees

Hillcrest Asset Management is an institutional investment management firm that emphasizes Behavioral Finance investing. The firm employs a disciplined process combining quantitative factor screening with rigorous fundamental analysis to identify companies with attractive valuations, earnings and revenue growth, and positive sentiment. Its portfolio strategies focus on Small Cap Value, Small Cap Core, and Mid Cap equity mandates, reflecting a specialty in actively managed, equity-focused products for institutional clients. Founded in 2007, Hillcrest is headquartered in Plano, Texas, with a secondary office in Boston, Massachusetts, and operates with a team that pools extensive experience in institutional investment management. The company serves an institutional client base by applying its behavioral finance framework to construct diversified equity portfolios. A recent development notes Hillcrest’s ongoing activity in building stakes in publicly traded firms, indicating continued engagement in asset selection through its stated investment approach.

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