HENDERSHOT Overview
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 09/30/19. The fund's latest filing disclosed 313MM in positions, representing 113% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/19. The fund's latest filing disclosed 313MM in positions, representing 113% of the manager's regulatory AUM.
HENDERSHOT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HENDERSHOT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 7.25% | Financials | 5.45% | -0.02% | 0 | 29% | ||
| UPS | 4.35% | Industrials | 3.56% | -0.06% | 0 | 20% | ||
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FEATURED IN
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 ...
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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 ...
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HENDERSHOT Portfolio Concentration
HENDERSHOT Location
HENDERSHOT Contact Information
Phone Number: 703-361-6130
Fax Number: 703-361-0125
Website: http://hendershotinvestments.com
Fax Number: 703-361-0125
Website: http://hendershotinvestments.com
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