HAMEL ASSOCIATES INC. Overview
Hamel Associates Inc. is an investment advisor that manages 342.3 MM dollars in regulatory AUM and has 9 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/19. The fund's latest filing disclosed 223MM in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/19. The fund's latest filing disclosed 223MM in positions, representing 65% of the manager's regulatory AUM.
HAMEL ASSOCIATES INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HAMEL ASSOCIATES INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JNJ | 4.41% | Health | -4.32% | -0.24% | 0 | 31% | ||
| WMT | 4.18% | Cons. Staples | 17.9% | 0.38% | 0 | 19% | ||
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FEATURED IN
HAMEL ASSOCIATES INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Pasquale C. Hamel | President/Chief Compliance Officer. | February-1996 |
HAMEL ASSOCIATES INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HAMEL ASSOCIATES INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Hamel Associates, Inc. employs a value-oriented approach to investing. When determining which stocks to purchase for a particular portfolio, Hamel Associates, Inc. gives significant consideration to the price of a stock vis-à-vis the value of the underlying business. Hamel Associates, Inc. is very cognizant of the market's perception of a particular stock and is more inclined to invest in stocks that are currently out of favor in the market. Hamel Associates, Inc. generally tends to favor dividend paying large capitalized stocks with strong balance sheets. Hamel Associates, Inc. generally purchases securities for the
portfolios that it manages with the expectation that such securities will be held for a period
of 2 to 5 years.
Hamel Associates, Inc. tends to invest a large portion of the fixed income portion of portfolios in investment grade bonds. Maturities of the bonds held in portfolios are
p...
Unlock Full Investment Process Description
Hamel Associates, Inc. employs a value-oriented approach to investing. When determining which stocks to purchase for a particular portfolio, Hamel Associates, Inc. gives significant consideration to the price of a stock vis-à-vis the value of the underlying business. Hamel Associates, Inc. is very cognizant of the market's perception of a particular stock and is more inclined to invest in stocks that are currently out of favor in the market. Hamel Associates, Inc. generally tends to favor dividend paying large capitalized stocks with strong balance sheets. Hamel Associates, Inc. generally purchases securities for the
portfolios that it manages with the expectation that such securities will be held for a period
of 2 to 5 years.
Hamel Associates, Inc. tends to invest a large portion of the fixed income portion of portfolios in investment grade bonds. Maturities of the bonds held in portfolios are
p...
Unlock Full Investment Process Description
HAMEL ASSOCIATES INC. Portfolio Concentration
HAMEL ASSOCIATES INC. Location
24 WASHINGTON AVENUE
CHATHAM, New Jersey
UNITED STATES, 07928
CHATHAM, New Jersey
UNITED STATES, 07928
HAMEL ASSOCIATES INC. Contact Information
Phone Number: 973-665-1400
Fax Number: 973-665-1405
Website: null
Fax Number: 973-665-1405
Website: null
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