HARTLINE INVESTMENT Overview
Hartline Investment Corp/ is an investment advisor that manages 369 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 416MM in positions, representing 113% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 416MM in positions, representing 113% of the manager's regulatory AUM.
HARTLINE INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HARTLINE INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.A | 19.5% | Financials | 9.88% | 0.03% | 1 | 9% | ||
| NVCR | 5.94% | Health | 27.91% | 0.33% | 0 | 11% | ||
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FEATURED IN
HARTLINE INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William Hart | President | March-1990 |
| William Hart | Chief Compliance Officer | September-2009 |
HARTLINE INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HARTLINE INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
8
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security ca...
Unlock Full Investment Process Description
8
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security ca...
Unlock Full Investment Process Description
HARTLINE INVESTMENT Portfolio Concentration
HARTLINE INVESTMENT Location
211 W. WACKER DRIVE
SUITE 1600
CHICAGO, Illinois
UNITED STATES, 60606-1376
SUITE 1600
CHICAGO, Illinois
UNITED STATES, 60606-1376
HARTLINE INVESTMENT Contact Information
Phone Number: 312-726-4278
Fax Number: 312-726-7875
Website: https://www.hartlineinv.com
Fax Number: 312-726-7875
Website: https://www.hartlineinv.com
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