HARVEY INVESTMENT Overview
Harvey Investment Company Llc is an investment advisor that manages 511.3 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 03/31/23. The fund's latest filing disclosed 806MM in positions, representing 158% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 03/31/23. The fund's latest filing disclosed 806MM in positions, representing 158% of the manager's regulatory AUM.
HARVEY INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HARVEY INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ORLY | 9.31% | Cons. Disc. | 4.02% | 0.07% | 0 | 19% | ||
| BRK.B | 4.43% | Financials | 8.63% | 0.26% | 0 | 36% | ||
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FEATURED IN
HARVEY INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Samuel C. Harvey | President | October-2000 |
| Mary L. Herrmann | Senior Vice President | December-2011 |
| Joshua S. Jevne | Senior Vice President | October-2013 |
| Samuel H. Noble | Vice President, Chief Compliance Officer | March-2015 |
HARVEY INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
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HARVEY INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We use several methods of investment analysis and investment strategies to provide services to our clients but our primary method consist of fundamental analysis which is the analysis of a company’s financial statements, its management, competitive advantages, markets, etc. Our investment strategies include long term purchases (securities generally held for at least a year) and short term purchases (securities generally held for less than a year).
The securities we use in our investment strategies and investment advice include equity securities such as exchange listed securities, securities traded over the counter and foreign issues; warrants; debts securities of corporations and similar entities; commercial paper; certificates of deposit; municipal and government securities; and investment company securities such as mutual fund shares. From time to time, we may sell call options on a stock or stocks in yo...
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We use several methods of investment analysis and investment strategies to provide services to our clients but our primary method consist of fundamental analysis which is the analysis of a company’s financial statements, its management, competitive advantages, markets, etc. Our investment strategies include long term purchases (securities generally held for at least a year) and short term purchases (securities generally held for less than a year).
The securities we use in our investment strategies and investment advice include equity securities such as exchange listed securities, securities traded over the counter and foreign issues; warrants; debts securities of corporations and similar entities; commercial paper; certificates of deposit; municipal and government securities; and investment company securities such as mutual fund shares. From time to time, we may sell call options on a stock or stocks in yo...
Unlock Full Investment Process Description
HARVEY INVESTMENT Portfolio Concentration
HARVEY INVESTMENT Location
4965 U.S. HIGHWAY 42, SUITE 1600
LOUISVILLE, Kentucky
UNITED STATES, 40222
LOUISVILLE, Kentucky
UNITED STATES, 40222
HARVEY INVESTMENT Contact Information
Phone Number: 502-339-8270
Fax Number: 502-339-9617
Website: http://www.harveyinvestment.com
Fax Number: 502-339-9617
Website: http://www.harveyinvestment.com
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