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 09/30/16. The fund's latest filing disclosed 471MM in positions, representing 92% of the manager's regulatory AUM.

HARVEY INVESTMENT StockAlpha

+2.6%
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

HARVEY INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ORLY 7.2% Cons. Disc. -2.2% -0.28% 0 10%
JNJ 6.1% Health -4.57% -0.04% 0 34%
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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

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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HARVEY INVESTMENT Portfolio Concentration

HARVEY INVESTMENT Location

4965 U.S. HIGHWAY 42, SUITE 1600
LOUISVILLE, Kentucky
UNITED STATES, 40222

HARVEY INVESTMENT Contact Information

Phone Number: 502-339-8270
Fax Number: 502-339-9617
Website:

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