BEESE FULMER Overview
Beese Fulmer Investment Management Inc. is an investment advisor that manages 438 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 888MM in positions, representing 203% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 888MM in positions, representing 203% of the manager's regulatory AUM.
BEESE FULMER StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BEESE FULMER Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.74% | Tech | 6.16% | -0.37% | 0 | 39% | ||
| MSFT | 4.56% | Tech | 19.44% | 0.33% | 0 | 45% | ||
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FEATURED IN
BEESE FULMER Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dennis S. Fulmer | President/Treasurer/Chief Compliance Officer | January-2004 |
| Karen R. Brown | Corporate Secretary/Office Manager | February-1996 |
| Ryan T. Fulmer | Vice President | March-2011 |
| Nicholas T. Perini | Vice President | January-2011 |
BEESE FULMER Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BEESE FULMER Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss (Item 8) ................... 4
Methods of Analysis ................................ ................................ ................................ ... 4
Investment Strategies ................................ ................................ ................................ 5
Risk of Loss ................................ ................................ ................................ ............... 6
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Methods of Analysis ................................ ................................ ................................ ... 4
Investment Strategies ................................ ................................ ................................ 5
Risk of Loss ................................ ................................ ................................ ............... 6
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BEESE FULMER Portfolio Concentration
BEESE FULMER Location
220 MARKET AVENUE, SOUTH
SUITE 1150
CANTON, Ohio
UNITED STATES, 44702-2177
SUITE 1150
CANTON, Ohio
UNITED STATES, 44702-2177
BEESE FULMER Contact Information
Phone Number: 330-454-6555
Fax Number: 330-454-2989
Website: http://www.beesefulmer.com
Fax Number: 330-454-2989
Website: http://www.beesefulmer.com
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