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 09/30/16. The fund's latest filing disclosed 376MM in positions, representing 36% of the manager's regulatory AUM.

HILLSDALE INVESTMENT StockAlpha

-4.7%
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

HILLSDALE INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BTG 4.55% Materials -6.08% -0.43% 1 4%
OSB 4.28% Materials -1.17% -0.25% 44 1%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Unlock Full Investment Process Description

HILLSDALE INVESTMENT Portfolio Concentration

HILLSDALE INVESTMENT Location

100 WELLINGTON STREET W., SUITE 2100
TD CENTRE
TORONTO, CANADA, M5K 1J3

HILLSDALE INVESTMENT Contact Information

Phone Number: 416-913-3900
Fax Number: 416-913-3901
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