HAVERFORD FINANCIAL Overview

Haverford Financial Services Inc. is an investment advisor that manages 319.6 MM dollars in regulatory AUM and has 36 employees, of which 20 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 233MM in positions, representing 73% of the manager's regulatory AUM.

HAVERFORD FINANCIAL StockAlpha

-1.3%
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

HAVERFORD FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UNH 4.48% Health 15.26% 0.91% 0 23%
JNJ 4.45% Health -4.57% -0.03% 0 34%
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FEATURED IN
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HAVERFORD FINANCIAL Founders and Key Employees

Name Title In Position Since
George W. Connell Indirect Owner And Director October-2003
Joseph J. Mclaughlin Chairman, Ceo, President & Director August-2006
Marieelena V. Ness Chief Compliance Officer August-2006
Henry B. Smith Chief Investment Officer - Equity February-2007
Binney H. Wietlisbach Executive Vice President, Secretary & Director May-2008
Paul S. Rovner Chief Financial Officer & Treasurer May-2008

HAVERFORD FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

HAVERFORD FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The evaluation method that HFS utilizes for securities is Fundamental Analysis, which is the analysis of the facts that affect a company's underlying value. Examples of factors considered in fundamental analysis include debt, cash flow, supply and demand for the company's products, and so forth.

Quality Equity Portfolio
HFS believes that clients’ interests are best served by applying a unified, disciplined investment approach that is consistent over time. The Firm’s investment strategy emphasizes quality, risk control, consistency
and discipline. The Firm invests primarily in companies that exhibit the following characteristics:

 superior financial strength
 above-average earnings growth that is consistent and predictable
 regular, growing dividend payment
 strong competitive position

The Quality Growth Portfolio places its primary emph...
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HAVERFORD FINANCIAL Portfolio Concentration

HAVERFORD FINANCIAL Location

THREE RADNOR CORPORATE CENTER
SUITE 450
RADNOR, Pennsylvania
UNITED STATES, 19087-4546

HAVERFORD FINANCIAL Contact Information

Phone Number: 610-995-8700
Fax Number: 610-995-8795
Website:

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