BOWEN HANES & COMPANY Overview
Bowen Hanes & Company Inc is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 3BN in positions, representing 121% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 3BN in positions, representing 121% of the manager's regulatory AUM.
BOWEN HANES & COMPANY StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOWEN HANES & COMPANY Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
AAPL | 3.29% | Tech | -5.39% | -0.3% | 0 | 52% | ||
TDY | 2.61% | Industrials | -0.3% | -0.14% | 1 | 7% | ||
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BOWEN HANES & COMPANY Founders and Key Employees
Name | Title | In Position Since |
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Harold J. Bowen | Chairman, Director | September-1992 |
Harold J. Bowen | President, Director, Shareholder | January-1995 |
Frank B. Hanes | Vice Chairman, Director | September-1992 |
David L. Kelly | Executive Vice President/Chief Compliance Officer | January-2003 |
BOWEN HANES & COMPANY Brokers, Custodians, Auditors and Administrators
Type | Company |
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BOWEN HANES & COMPANY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Form ADV Part 2A, Item 8
A. Investing in financial securities involves risk of loss that clients should be prepared to bear. Bowen, Hanes & Company uses its best judgment and good faith efforts in providing advisory client services to clients. Bowen, Hanes & Company cannot warrant or guarantee any particular level of account performance or that an account will be profitable over time. Not every investment decision or
recommendation made by Bowen, Hanes & Company will be profitable. Investments in securities are subject to various market, currency, inflation, economic, political and business risks. Bowen, Hanes & Company attempts to minimize these risks by constructing diversified portfolios appropriate for the specific risk parameters of the investment strategy.
We adhere to a top-down strategy. Our investment objective is to achieve superior long-term results for our clients with a high-qu...
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Form ADV Part 2A, Item 8
A. Investing in financial securities involves risk of loss that clients should be prepared to bear. Bowen, Hanes & Company uses its best judgment and good faith efforts in providing advisory client services to clients. Bowen, Hanes & Company cannot warrant or guarantee any particular level of account performance or that an account will be profitable over time. Not every investment decision or
recommendation made by Bowen, Hanes & Company will be profitable. Investments in securities are subject to various market, currency, inflation, economic, political and business risks. Bowen, Hanes & Company attempts to minimize these risks by constructing diversified portfolios appropriate for the specific risk parameters of the investment strategy.
We adhere to a top-down strategy. Our investment objective is to achieve superior long-term results for our clients with a high-qu...
Get the Full Report
BOWEN HANES & COMPANY Portfolio Concentration
BOWEN HANES & COMPANY Location
3290 NORTHSIDE PARKWAY
SUITE 880
ATLANTA, Georgia
UNITED STATES, 30327
SUITE 880
ATLANTA, Georgia
UNITED STATES, 30327
BOWEN HANES & COMPANY Contact Information
Phone Number: 404-995-0507
Fax Number: 404-995-0324
Website: http://www.bowenhanes.com
Fax Number: 404-995-0324
Website: http://www.bowenhanes.com
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