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 09/30/18. The fund's latest filing disclosed 2BN in positions, representing 89% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 2BN in positions, representing 89% of the manager's regulatory AUM.
HERITAGE INVESTORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HERITAGE INVESTORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.76% | Tech | -32.41% | -0.63% | 0 | 42% | ||
| MSFT | 2.62% | Tech | -8.78% | 0.21% | 0 | 41% | ||
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FEATURED IN
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.
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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.
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HERITAGE INVESTORS Portfolio Concentration
HERITAGE INVESTORS Location
7101 WISCONSIN AVENUE
SUITE 1112
BETHESDA, Maryland
UNITED STATES, 20814-4878
SUITE 1112
BETHESDA, Maryland
UNITED STATES, 20814-4878
HERITAGE INVESTORS Contact Information
Phone Number: 301-951-0440
Fax Number: 301-951-4954
Website: null
Fax Number: 301-951-4954
Website: null
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