HEFREN-TILLOTSON Overview

Hefren-tillotson Inc. is an investment advisor that manages 5.7 BN dollars in regulatory AUM and has 106 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 162MM in positions, representing 3% of the manager's regulatory AUM.

HEFREN-TILLOTSON StockAlpha

-7.5%
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

HEFREN-TILLOTSON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PRFZ 37.52% ETF 12.73% 2.99% 26 1%
VNQI 37.05% ETF -7.32% -4.34% 4 0%
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HEFREN-TILLOTSON Founders and Key Employees

Name Title In Position Since
Kimberly Tillotson Fleming President / Ceo / Chairman November-2010
James Gerard Meredith Executive Vice President October-1977
Craig Arthur Tillotson Vice Chairman December-2013
Joseph M Niesslein Cfo / Treasurer September-2001
John Patrick Meegan Chief Operating Officer November-2005
Paul Edward Taddeo Chief Compliance Officer January-2013

HEFREN-TILLOTSON Brokers, Custodians, Auditors and Administrators

Type Company

HEFREN-TILLOTSON Investment Strategy

HEFREN-TILLOTSON Portfolio Concentration

HEFREN-TILLOTSON Location

308 SEVENTH AVE
PITTSBURGH, Pennsylvania
UNITED STATES, 15222

HEFREN-TILLOTSON Contact Information

Phone Number: 412-434-0990
Fax Number: 412-261-4348
Website:

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