HARDESTY CAPITAL Overview

Hardesty Capital Management Corp is an investment advisor that manages 961.5 MM dollars in regulatory AUM and has 13 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 495MM in positions, representing 52% of the manager's regulatory AUM.

HARDESTY CAPITAL StockAlpha

-0.5%
Top 25%
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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

HARDESTY CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MKC.V 11.99% Cons. Staples -10.48% -0.66% 0 1%
MKC 3.54% Cons. Staples -10.48% -0.2% 0 13%
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FEATURED IN
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HARDESTY CAPITAL Founders and Key Employees

Name Title In Position Since
Eric P. Schopf Chief Compliance Officer January-2004
John S. Murphy Chief Financial Officer January-2004
Steven L. Shea Vice Chairman Of Board November-2013
Charles A. Meyer President November-2013

HARDESTY CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

HARDESTY CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
A. Hardesty Capital Management conducts proprietary fundamental research to identify
potential investments. We employ a value-oriented investment style utilizing a combination of growth and value stocks. Value stocks typically trade at low prices relative to anticipated earnings and have above average dividend yields. Growth stocks offer value when purchased at prices that do not reflect future growth potential. Investments are made in companies with strong underlying fundamentals such as recognized trademarks, strong balance sheets, and profitability, but whose share price is temporarily depressed due to some solvable company problem, external factor or other misunderstanding. We invest primarily in large, domestic companies. However, we also take positions in small and mid- size companies as well as companies headquartered abroad. Investment turnover, which represents the frequency of trading within a portfolio, is...
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HARDESTY CAPITAL Portfolio Concentration

HARDESTY CAPITAL Location

303 INTERNATIONAL CIRCLE
SUITE 430
HUNT VALLEY, Maryland
UNITED STATES, 21030

HARDESTY CAPITAL Contact Information

Phone Number: 410-400-8500
Fax Number: 410-400-8543
Website:

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