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 09/30/16. The fund's latest filing disclosed 487MM in positions, representing 96% of the manager's regulatory AUM.

GRANITE INVESTMENT StockAlpha

-4.9%
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

GRANITE INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 3.59% Health -4.59% -0.02% 0 34%
BRK.B 3.12% Financials 10.89% -0.16% 0 28%
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FEATURED IN
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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 INVESTMENT Portfolio Concentration

GRANITE INVESTMENT Location

11 SOUTH MAIN STREET
SUITE 501
CONCORD, New Hampshire
UNITED STATES, 03301

GRANITE INVESTMENT Contact Information

Phone Number: 603-226-6600
Fax Number: 603-226-7200
Website:

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