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 09/30/16. The fund's latest filing disclosed 371MM in positions, representing 85% of the manager's regulatory AUM.

BEESE FULMER StockAlpha

-0.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BEESE FULMER Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 3.08% Health -4.31% -0.03% 0 34%
CMCSA 2.81% Cons. Disc. 5.12% 0.01% 0 23%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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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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BEESE FULMER Portfolio Concentration

BEESE FULMER Location

220 MARKET AVENUE, SOUTH
SUITE 1150
CANTON, Ohio
UNITED STATES, 44702-2177

BEESE FULMER Contact Information

Phone Number: 330-454-6555
Fax Number: 330-454-2989
Website:

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