Hendershot Investments Inc. is an investment advisor that manages 277.5 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 06/30/16. The fund's latest filing disclosed 195MM in positions, representing 70% of the manager's regulatory AUM.


Top 25%
3yr StockAlpha Register for more...

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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HENDERSHOT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 7.28% Financials -0.59% -0.5% 0 31%
ABBV 4.65% Health 0.34% 0.19% 0 25%
Get the Full Report
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

HENDERSHOT Founders and Key Employees

Name Title In Position Since
Ingrid R. Hendershot President/Chief Executive Officer July-1994
Charles L. Hendershot Executive Vice President/Treasurer/Chief Compliance Officer July-1994

HENDERSHOT Brokers, Custodians, Auditors and Administrators

Type Company

HENDERSHOT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Method of Analysis

Hendershot Investments uses fundamental analysis in formulating investment advice and managing assets. Our disciplined and patient investment strategy generally results in long-term purchases although short-term trades may occur. More detail on our investment strategies and the sources of information we use to implement the strategies is described below.

Equity Investments
Since 1994, Hendershot Investments’ investment philosophy has been to invest in high-quality, well-managed companies at reasonable valuations and hold them for the long term. Stocks, however, may be held for less than a year depending on valuation or other circumstances. We seek high-quality companies with durable competitive advantages as evidenced by: (a) differentiated products, which can be protected from competition by patents, copyright protection, effective advertising ...
Get the Full Report

HENDERSHOT Portfolio Concentration


HENDERSHOT Contact Information

Phone Number: 703-361-6130
Fax Number: 703-361-0125



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
Path B