HARVEY PARTNERS LLC Overview
Harvey Partners Llc is a hedge fund that manages 280 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 03/31/17. The fund's latest filing disclosed 75MM in positions, representing 27% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/17. The fund's latest filing disclosed 75MM in positions, representing 27% of the manager's regulatory AUM.
HARVEY PARTNERS LLC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
HARVEY PARTNERS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| OEC | 10.38% | Materials | -7.78% | -1.07% | 1 | 3% | ||
| SERV | 6.12% | Cons. Disc. | -4.55% | -0.39% | 0 | 6% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
HARVEY PARTNERS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeffrey C. Moskowitz | Managing Member | January-2006 |
| James A. Schwartz | Managing Member | January-2006 |
| Anthony F. Cimini | Chief Compliance Officer And Chief Financial Officer | June-2012 |
HARVEY PARTNERS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
HARVEY PARTNERS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategy
The Funds primarily invest in stocks, options, ETFs and swaps and are focused on the U.S. markets. We combine active money management with innovative fundamental research to provide investors with superior absolute and relative returns. We generally pursue a fundamentally driven, value oriented long/short equity strategy where investment research, portfolio management, and trading skills are focused where stock market inefficiencies are greatest: small and mid-cap stocks.
5
Harvey Partners, LLC Form ADV Part 2A
We use a value oriented approach focusing on companies with identifiable catalysts, both on the long and short side. The portfolios generally consist of small and mid-cap stocks with market caps of U.S. $250 million - $5 billion. The ...
Unlock Full Investment Process Description
Methods of Analysis and Investment Strategy
The Funds primarily invest in stocks, options, ETFs and swaps and are focused on the U.S. markets. We combine active money management with innovative fundamental research to provide investors with superior absolute and relative returns. We generally pursue a fundamentally driven, value oriented long/short equity strategy where investment research, portfolio management, and trading skills are focused where stock market inefficiencies are greatest: small and mid-cap stocks.
5
Harvey Partners, LLC Form ADV Part 2A
We use a value oriented approach focusing on companies with identifiable catalysts, both on the long and short side. The portfolios generally consist of small and mid-cap stocks with market caps of U.S. $250 million - $5 billion. The ...
Unlock Full Investment Process Description
HARVEY PARTNERS LLC Portfolio Concentration
HARVEY PARTNERS LLC Location
551 FIFTH AVENUE
36TH FLOOR
NEW YORK, New York
UNITED STATES, 10176
36TH FLOOR
NEW YORK, New York
UNITED STATES, 10176
HARVEY PARTNERS LLC Contact Information
Phone Number: 212-782-3740
Fax Number: 212-782-3744
Website: null
Fax Number: 212-782-3744
Website: null
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