HERITAGE INVESTORS Overview

Heritage Investors Management Corp is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 11 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 69% of the manager's regulatory AUM.

HERITAGE INVESTORS StockAlpha

-0.2%
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
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HERITAGE INVESTORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.98% Tech 1.31% -0.02% 0 42%
MSFT 2.15% Tech 8.31% 0.13% 0 36%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

HERITAGE INVESTORS Founders and Key Employees

Name Title In Position Since
Michael S. Cornfeld President/Chief Compliance Officer September-1985
Derek R. Stone Vice President July-1992
Gayl A. Tjornehoj Vice President & Secretary July-1992
Kenneth J. Long Vice President December-2002
Jean M. Kennedy Vice President July-2007
Michael Demayo Vice President January-2012

HERITAGE INVESTORS Brokers, Custodians, Auditors and Administrators

Type Company

HERITAGE INVESTORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Heritage utilizes a variety of methods and strategies to analyze stocks, bonds, and portfolios. These include the use of fundamental research and technical analysis. Our portfolio managers read financial newspapers, news services, magazines, and research materials prepared by analysts, companies, brokerage firms, corporate rating services, and timing services. We analyze corporate reports, both annual and quarterly, prospectuses, filings with the SEC, as well as company press releases and online services. We also examine financial reports issued by municipal bond issuers.

The investment strategies used to implement advice given to clients include long- term purchases, short-term purchases, trading (securities sold within 30 days), short sales, margin transactions, and derivative instruments such as bank notes and options. Heritage engages almost exclusively in long-term purchases of securities.

...
Unlock Full Investment Process Description

HERITAGE INVESTORS Portfolio Concentration

HERITAGE INVESTORS Location

7101 WISCONSIN AVENUE
SUITE 1112
BETHESDA, Maryland
UNITED STATES, 20814-4878

HERITAGE INVESTORS Contact Information

Phone Number: 301-951-0440
Fax Number: 301-951-4954
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

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 A