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 09/30/16. The fund's latest filing disclosed 215MM in positions, representing 62% of the manager's regulatory AUM.

HANSON & DOREMUS StockAlpha

-3.1%
Top 25%
3yr StockAlpha Register for more...

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

HANSON & DOREMUS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHB 5.51% ETF 5.18% 0.03% 0 3%
BND 4.02% ETF -3.65% -0.2% 0 4%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Unlock Full Investment Process Description

HANSON & DOREMUS Portfolio Concentration

HANSON & DOREMUS Location

431 PINE STREET
SUITE 302
BURLINGTON, Vermont
UNITED STATES, 05401

HANSON & DOREMUS Contact Information

Phone Number: 802-658-2668
Fax Number: 802-658-1027
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A