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 03/31/21. The fund's latest filing disclosed 383MM in positions, representing 120% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/21. The fund's latest filing disclosed 383MM in positions, representing 120% of the manager's regulatory AUM.
HAVERFORD FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HAVERFORD FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.78% | Tech | 19.33% | 0.19% | 0 | 0% | ||
| MA | 5.3% | Tech | 5.64% | -0.51% | 0 | 0% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
HAVERFORD FINANCIAL Portfolio Concentration
HAVERFORD FINANCIAL Location
THREE RADNOR CORPORATE CENTER
SUITE 450
RADNOR, Pennsylvania
UNITED STATES, 19087-4546
SUITE 450
RADNOR, Pennsylvania
UNITED STATES, 19087-4546
HAVERFORD FINANCIAL Contact Information
Phone Number: 610-995-8700
Fax Number: 610-995-8795
Website: null
Fax Number: 610-995-8795
Website: null
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