GRANITE INVESTMENT Overview
Granite Investment Advisors Inc. is an investment advisor that manages 507.7 MM dollars in regulatory AUM and has 13 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/09 to 09/30/21. The fund's latest filing disclosed 618MM in positions, representing 122% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/09 to 09/30/21. The fund's latest filing disclosed 618MM in positions, representing 122% of the manager's regulatory AUM.
GRANITE INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GRANITE INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
GRANITE INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Scott B. Schermerhorn | Director | March-2009 |
| Timothy S. Lesko | Director | March-2009 |
| Richard B. Morgan | Director | March-2009 |
| Debra A. Wentworth | Principal, Cco & Vp Operations | September-2011 |
GRANITE INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GRANITE INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Granite offers the following investment strategies:
1. The Equity Strategy is comprised mainly of individual stock holdings. Equity accounts typically hold stocks in a range of 90 to 100% of the total portfolio.
2. The Balanced Strategy is comprised of a mix of individual stock and bond holdings. Balanced accounts typically hold stocks in a range of 40 to 70%, and bonds and cash in a range of 30 to
60% of the total portfolio.
3. The ETF Strategy is comprised of a mix of exchange trades funds (“ETF’s”) representing an asset allocation based on client needs. Based on our research we choose specific ETF’s for fixed income and equity asset classes using sector diversification and complimented by tactical asset reallocation.
4. The Mutual Fund Strategy is comprised of the Granite Value Fund as the core equity component. Based on client needs we may incorporate individual fixe...
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Granite offers the following investment strategies:
1. The Equity Strategy is comprised mainly of individual stock holdings. Equity accounts typically hold stocks in a range of 90 to 100% of the total portfolio.
2. The Balanced Strategy is comprised of a mix of individual stock and bond holdings. Balanced accounts typically hold stocks in a range of 40 to 70%, and bonds and cash in a range of 30 to
60% of the total portfolio.
3. The ETF Strategy is comprised of a mix of exchange trades funds (“ETF’s”) representing an asset allocation based on client needs. Based on our research we choose specific ETF’s for fixed income and equity asset classes using sector diversification and complimented by tactical asset reallocation.
4. The Mutual Fund Strategy is comprised of the Granite Value Fund as the core equity component. Based on client needs we may incorporate individual fixe...
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GRANITE INVESTMENT Portfolio Concentration
GRANITE INVESTMENT Location
11 SOUTH MAIN STREET
SUITE 501
CONCORD, New Hampshire
UNITED STATES, 03301
SUITE 501
CONCORD, New Hampshire
UNITED STATES, 03301
GRANITE INVESTMENT Contact Information
Phone Number: 603-226-6600
Fax Number: 603-226-7200
Website: null
Fax Number: 603-226-7200
Website: null
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