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 09/30/16. The fund's latest filing disclosed 189MM in positions, representing 55% of the manager's regulatory AUM.

HAMEL 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

HAMEL ASSOCIATES INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EFAV 5.25% ETF -7.91% -0.58% 0 3%
JNJ 4.28% Health -5.3% -0.03% 0 34%
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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...
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HAMEL ASSOCIATES INC. Portfolio Concentration

HAMEL ASSOCIATES INC. Location

24 WASHINGTON AVENUE
CHATHAM, New Jersey
UNITED STATES, 07928

HAMEL ASSOCIATES INC. Contact Information

Phone Number: 973-665-1400
Fax Number: 973-665-1405
Website:

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