HALSEY ASSOCIATES INC Overview

Halsey Associates Inc is an investment advisor that manages 880 MM dollars in regulatory AUM and has 7 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 462MM in positions, representing 52% of the manager's regulatory AUM.

HALSEY ASSOCIATES INC StockAlpha

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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

HALSEY ASSOCIATES INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.45% Tech -0.31% -0.07% 0 42%
V 4.11% Tech -3.93% -0.2% 0 26%
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FEATURED IN
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HALSEY ASSOCIATES INC Founders and Key Employees

Name Title In Position Since
Kenneth J. Julian President, Chief Compliance Officer & Director June-2005
James S. Zoldy Chairman, Treasurer & Director June-2005
Thomas Beirne Vice President, Secretary & Director March-2008
Thomas N. Ellis Vice President & Director October-2010

HALSEY ASSOCIATES INC Brokers, Custodians, Auditors and Administrators

Type Company

HALSEY ASSOCIATES INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


METHODS OF ANALYSIS


We use the following methods of analysis in formulating our investment advice
and/or managing client assets:


Fundamental Analysis: We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the



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company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).


Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.


Technical Analysis: Technical analysis involves the analysis of past m...
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HALSEY ASSOCIATES INC Portfolio Concentration

HALSEY ASSOCIATES INC Location

234 CHURCH STREET
10TH FLOOR
NEW HAVEN, Connecticut
UNITED STATES, 06510

HALSEY ASSOCIATES INC Contact Information

Phone Number: 203-772-0740
Fax Number: 203-772-1433
Website:

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