HENDLEY & COMPANY INC Overview
Hendley & Company Inc is an investment advisor that manages 218.1 MM dollars in regulatory AUM and has 6 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 227MM in positions, representing 104% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 227MM in positions, representing 104% of the manager's regulatory AUM.
HENDLEY & COMPANY INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HENDLEY & COMPANY INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| V | 6.7% | Tech | -14.13% | -0.2% | 0 | 30% | ||
| MSFT | 6.62% | Tech | 0.28% | 0.83% | 0 | 39% | ||
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FEATURED IN
HENDLEY & COMPANY INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Susan B. Hendley | Chief Compliance Officer/President | April-2001 |
| Albert H. Hendley | Beneficial Owner | October-1977 |
HENDLEY & COMPANY INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HENDLEY & COMPANY INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our investment portfolios may contain a measured mix of common and preferred stocks, corporate, government or municipal bonds; no-load mutual funds or exchange traded funds; and money markets. The daily price of these securities can be expected to fluctuate due to changes in the overall economy, government monetary policy, political events, acts of war or terrorism, as well as a change in a specific company’s underlying business and investors’ overall sense of optimism or fear. Investing in these types of securities involves a risk of principal loss, which clients should be prepared to bear. Past returns are no guarantee of future results. Each individual should consider his or her own risk tolerance, time horizon and investment objectives.
2
Hendley & Company, Inc.’s security analysis methods include a judgment of value based on fundamental measures such as a company...
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Our investment portfolios may contain a measured mix of common and preferred stocks, corporate, government or municipal bonds; no-load mutual funds or exchange traded funds; and money markets. The daily price of these securities can be expected to fluctuate due to changes in the overall economy, government monetary policy, political events, acts of war or terrorism, as well as a change in a specific company’s underlying business and investors’ overall sense of optimism or fear. Investing in these types of securities involves a risk of principal loss, which clients should be prepared to bear. Past returns are no guarantee of future results. Each individual should consider his or her own risk tolerance, time horizon and investment objectives.
2
Hendley & Company, Inc.’s security analysis methods include a judgment of value based on fundamental measures such as a company...
Unlock Full Investment Process Description
HENDLEY & COMPANY INC Portfolio Concentration
HENDLEY & COMPANY INC Location
822 ADAIR AVENUE
ZANESVILLE, Ohio
UNITED STATES, 43701
ZANESVILLE, Ohio
UNITED STATES, 43701
HENDLEY & COMPANY INC Contact Information
Phone Number: 740-452-4523
Fax Number: 740-452-0111
Website: null
Fax Number: 740-452-0111
Website: null
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