HANSON & DOREMUS Overview
Hanson & Doremus Investment Management is an investment advisor that manages 344.8 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 09/30/19. The fund's latest filing disclosed 322MM in positions, representing 93% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/19. The fund's latest filing disclosed 322MM in positions, representing 93% of the manager's regulatory AUM.
HANSON & DOREMUS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HANSON & DOREMUS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHB | 15.7% | ETF | 5.05% | -0.01% | 1 | 2% | ||
| BND | 6.57% | ETF | -0.11% | -0.11% | 0 | 5% | ||
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FEATURED IN
HANSON & DOREMUS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Eric H. Hanson | Partner/Chief Compliance Officer | October-2013 |
| Anne W. Doremus | Partner | October-2013 |
| Julie A. Won | Partner | October-2013 |
HANSON & DOREMUS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HANSON & DOREMUS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant shall utilize the following methods of security analysis:
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant shall utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)
• Margin Transactions (use of borrowed assets to purchase financial instruments only at client’s request)
Please Note: Investment Risk. Different types of inves...
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A. The Registrant shall utilize the following methods of security analysis:
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant shall utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)
• Margin Transactions (use of borrowed assets to purchase financial instruments only at client’s request)
Please Note: Investment Risk. Different types of inves...
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HANSON & DOREMUS Portfolio Concentration
HANSON & DOREMUS Location
431 PINE STREET
SUITE 302
BURLINGTON, Vermont
UNITED STATES, 05401
SUITE 302
BURLINGTON, Vermont
UNITED STATES, 05401
HANSON & DOREMUS Contact Information
Phone Number: 802-658-2668
Fax Number: 802-658-1027
Website: http://www.hansondoremus.com
Fax Number: 802-658-1027
Website: http://www.hansondoremus.com
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