ARMSTRONG HENRY H Overview
Armstrong Henry H Associates Inc is an investment advisor that manages 532.7 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/31/18. The fund's latest filing disclosed 586MM in positions, representing 110% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/31/18. The fund's latest filing disclosed 586MM in positions, representing 110% of the manager's regulatory AUM.
ARMSTRONG HENRY H StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ARMSTRONG HENRY H Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.A | 21.08% | Financials | 10.81% | 2.23% | 1 | 7% | ||
| MSFT | 17.93% | Tech | 9.07% | 1.58% | 0 | 40% | ||
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FEATURED IN
ARMSTRONG HENRY H Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James M. Armstrong | President | January-1998 |
| Adam P. Scholl | Svp | February-2009 |
| Peter D. Eberhart | Managing Director / Chief Compliance Officer | September-2013 |
| Noreen K. Wnorowski | Vice President | November-2009 |
ARMSTRONG HENRY H Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
ARMSTRONG HENRY H Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis
James McKay Armstrong, President, and Adam Scholl, CFA, Senior Vice President, use a meticulous and discriminating analysis of fundamentals to analyze securities, typically common stocks, for inclusion in Armstrong portfolios. They focus on a company’s operating conditions including return on capital, and consistent earnings and revenue per share growth and balance sheet strength in an attempt to find businesses to invest in. An emphasis is placed on how the business has, and is, expected to perform over a long period of time that will span a variety of economic circumstances. Upon identifying a business we believe to be superior, Armstrong will assess the value of its common stock. If the stock is offered at a price at or below Armstrong’s assessed value Armstrong will purchase the stock for client portfolios.
8
Stocks owned are continually assessed as if the...
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James McKay Armstrong, President, and Adam Scholl, CFA, Senior Vice President, use a meticulous and discriminating analysis of fundamentals to analyze securities, typically common stocks, for inclusion in Armstrong portfolios. They focus on a company’s operating conditions including return on capital, and consistent earnings and revenue per share growth and balance sheet strength in an attempt to find businesses to invest in. An emphasis is placed on how the business has, and is, expected to perform over a long period of time that will span a variety of economic circumstances. Upon identifying a business we believe to be superior, Armstrong will assess the value of its common stock. If the stock is offered at a price at or below Armstrong’s assessed value Armstrong will purchase the stock for client portfolios.
8
Stocks owned are continually assessed as if the...
Unlock Full Investment Process Description
ARMSTRONG HENRY H Portfolio Concentration
ARMSTRONG HENRY H Location
ONE GATEWAY CENTER
420 FT. DUQUESNE BLVD, STE 1825
PITTSBURGH, Pennsylvania
UNITED STATES, 15222
420 FT. DUQUESNE BLVD, STE 1825
PITTSBURGH, Pennsylvania
UNITED STATES, 15222
ARMSTRONG HENRY H Contact Information
Phone Number: 412-471-1551
Fax Number: 412-471-7828
Website: http://www.henryarmstrong.com
Fax Number: 412-471-7828
Website: http://www.henryarmstrong.com
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