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Commentary

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Newsletters

Second Quarter 2017 Update

June 30, 2017

Hamlin equity accounts advanced over the last three months. The S&P 500 gained 3.1% during the second quarter, defying skeptics. Stocks celebrated strong Q1 corporate earnings performance, shrugging off uneven economic data, obstruction of justice charges, and another delay in healthcare reform. Hamlin bond accounts also increased in value over the last three months. Our absolute yields and wider spreads delivered commendable relative performance as rated municipal and treasury yields declined modestly.

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First Quarter 2017 Update

March 31, 2017

Hamlin equity accounts increased in value over the last three months as the S&P 500 Index confounded Trump sceptics with a meaningful first quarter gain. Better-than-expected global economic data and accelerating U.S. earnings growth overwhelmed allegations of Russian election tampering, controversy surrounding the Muslim immigration ban, and the embarrassing failure to repeal ObamaCare.

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Fourth Quarter 2016 Update

December 31, 2016

Hamlin equity accounts increased in value over the last three months as the S&P 500 jumped 3.8% in the fourth quarter, celebrating both Donald Trump’s unexpected presidential election victory and a GOP congressional majority. Expectations for lower taxes, lighter regulation, and increased infrastructure spending kindled animal spirits. Hamlin high yield tax-exempt portfolios outperformed a weak bond market. Treasury, municipal and corporate bond yields rose as the central bank delivered a well-telegraphed December Federal Funds rate hike and investors bet that Trump’s policies could increase inflation.

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Third Quarter 2016 Update

September 30, 2016

Hamlin’s equity accounts increased in value over the last three months. The S&P 500 Index jumped 3.85% during the third quarter, shrugging off a slew of negative developments. Most would have predicted lower stock prices in the face of sharply downward revisions to GDP growth, a fifth consecutive year-over-year decline in quarterly corporate earnings, pending Federal Reserve interest rate hikes, presidential election jitters, and terrorist attacks in New York and New Jersey. Extremely low interest rates here in America and negative rates in Europe and Japan continue to render U.S. stocks relatively attractive even as valuations creep above long-term averages.

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Articles of Interest

Looking Under The Hood Of Passive Investment Vehicles – Exchange Traded Funds

November 2015

It is not often I write about something that we do not use. I write because the expanded usage of Exchange Traded Funds (ETF) has introduced a layer of complexity into the market place that should be duly noted. The world saw some of the flaws during the morning of August 24th, 2015 when many of the largest ETF prices fell far greater than the stocks they owned.

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Do You Have Access to Your Wealth

January 2015

Wealth is the American dream. Income, financial investments, real estate and fine art, are among the items that measure wealth. Wealth offers its owners the potential to live their days in pleasures and their years in prosperity. Yet many people who have wealth are cash poor.

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Hamlin Dividend Investing 3.0

April 2014

At Hamlin, we have always pursued a seemingly antiquated strategy: make an investment and get paid a return. Ben Graham wrote in 1934, "The prime purpose of a business corporation is to pay dividends to its owners. A successful company is one that can pay dividends regularly and presumably increase the rate as time goes on."

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Empirical Results of the High-Income Investment Strategy

December 2013

The 2013 Economic Sciences Nobel Memorial Prize was awarded to three finance scholars, Eugene Fama, Lars Peter Hansen and Robert Schiller for their work on asset-prices in financial markets.

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Charter School Bonds - An Introduction

MARCH 2013

Over the past twelve years, the high yield tax-exempt bond market has seen significant growth of bonds issued by charter schools. this growth is fueled by a national outcry for K-12 education reform.

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Fresh Squeezed OJ Served Here

SEPTEMBER 2012

A Short Treatise on Dividend Stocks: In the aftermath of the 2008 financial crisis, the US Federal Reserve implemented an unprecedented easy money policy to stimulate the economy and to improve employment.

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Compliance Documents

Form ADV Part 2A

March 2017

The ADV Part 2A is the primary disclosure document that we provide to our clients.

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Form ADV Part 2B

January 2017

This brochure supplement provides information about Mark Stitzer, Vivian Pan, Joseph J. Bridy, Charles S. Garland III, and Christopher M. D’Agnes.

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Privacy Notice

February 2013

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

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Proxy Voting Policy

March 2013

Hamlin has adopted written proxy voting policies and guidelines (“ the Policy”) as required under Rule 206(4)-6 (the “Rule”) of the Investment Advisers Act of 1940 (“Advisers Act”).

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ERISA Disclosure Notice

July 2016

Hamlin is required by federal regulations to provide disclosures regarding compensation for services furnished to clients that are subject to the Employee Retirement Income Security Act of 1974 (“ERISA”).

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The documents provided above are provided for information purposes only and does not pertain to any equity security product or service and is not an offer or solicitation of an offer to buy or sell any product or service. Unless otherwise stated, all information and opinion contained in this publication were produced by Hamlin Capital Management, LLC (“HCM”) and other sources believed by HCM to be accurate and reliable.

Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. Past performance does not guarantee future performance.

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