HILLSDALE INVESTMENT Overview
Hillsdale Investment Management is a hedge fund that manages 1.1 BN dollars in regulatory AUM and has 15 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 06/30/19. The fund's latest filing disclosed 1BN in positions, representing 95% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 06/30/19. The fund's latest filing disclosed 1BN in positions, representing 95% of the manager's regulatory AUM.
HILLSDALE INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HILLSDALE INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| RY | 3.92% | Financials | 5.73% | 0.04% | 1 | 3% | ||
| TD | 3.23% | Financials | 0.71% | -0.12% | 1 | 6% | ||
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FEATURED IN
HILLSDALE INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Albert C. Guthrie | Chief Executive Officer | January-1996 |
| Eric Weider | Director | January-1996 |
| Ian D. Pember | Coo, Svp Administration & Compliance, Chief Compliance Officer | March-2003 |
| John F. Clifford | Director | January-1996 |
| Harry S. Marmer | Executive Vice-President | February-2008 |
| Arun . Kaul | Shareholder | December-1996 |
HILLSDALE INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
HILLSDALE INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Hillsdale’s investment philosophy stems from a belief that a measurable, rational, evidence-based process leads to superior investment results. Consistent with this investment philosophy, Hillsdale’s strategies are based on a disciplined, systematic and dynamic approach to investment decision making. A mainly quantitative approach to portfolio management is employed.
The underpinnings to Hillsdale’s investment philosophy are both traditional and scientific, applying quantitative tools and techniques to fundamental equity research. Hillsdale believes that a measurable, evidence-based process leads to superior investment results.
Hillsdale uses a proprietary, dynamic, multi-factor, multi-frequency ranking approach to investment selection and for the control of risk in the portfolio. Inputs are largely fundamental, expectational and technical and are collected from ov...
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Methods of Analysis
Hillsdale’s investment philosophy stems from a belief that a measurable, rational, evidence-based process leads to superior investment results. Consistent with this investment philosophy, Hillsdale’s strategies are based on a disciplined, systematic and dynamic approach to investment decision making. A mainly quantitative approach to portfolio management is employed.
The underpinnings to Hillsdale’s investment philosophy are both traditional and scientific, applying quantitative tools and techniques to fundamental equity research. Hillsdale believes that a measurable, evidence-based process leads to superior investment results.
Hillsdale uses a proprietary, dynamic, multi-factor, multi-frequency ranking approach to investment selection and for the control of risk in the portfolio. Inputs are largely fundamental, expectational and technical and are collected from ov...
Unlock Full Investment Process Description
HILLSDALE INVESTMENT Portfolio Concentration
HILLSDALE INVESTMENT Location
100 WELLINGTON STREET W., SUITE 2100
TD CENTRE
TORONTO, CANADA, M5K 1J3
TD CENTRE
TORONTO, CANADA, M5K 1J3
HILLSDALE INVESTMENT Contact Information
Phone Number: 416-913-3900
Fax Number: 416-913-3901
Website: http://www.hillsdaleinv.com
Fax Number: 416-913-3901
Website: http://www.hillsdaleinv.com
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