HM PAYSON & COMPANY Overview

Hm Payson & Company is an investment advisor that manages 2.4 BN dollars in regulatory AUM and has 21 employees, of which 18 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 84% of the manager's regulatory AUM.

HM PAYSON & COMPANY StockAlpha

-1.6%
Top 25%
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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

HM PAYSON & COMPANY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 3.74% Energy 2.87% -0.15% 0 29%
JNJ 3.28% Health -4.31% -0.03% 0 34%
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HM PAYSON & COMPANY Founders and Key Employees

Name Title In Position Since
Peter E. Robbins Managing Director, Chief Executive Officer, Chief Investment Officer & Board Member July-1993
Thomas M. Pierce Managing Director & Chairman Of The Board January-2015
Michael R. Currie Managing Director, President & Board Member April-1998
William N. Weickert Managing Director & Secretary January-2000
Teresa M. Esposito Managing Director, Treasurer, Chief Operations Officer January-2015
John S. Beliveau Managing Director, Board Member January-2015
Joel Shorey Harris Managing Director January-2008
David R. Hines Managing Director & Director Of Research June-2009
Daniel M. Lay Managing Director, Board Member January-2015
Emily Christy Chief Compliance Officer October-2014

HM PAYSON & COMPANY Brokers, Custodians, Auditors and Administrators

Type Company

HM PAYSON & COMPANY Investment Strategy

Item 8 – Methods of Analysis, Investment, Strategies and Risk of Loss
At H.M. Payson & Co., skilled investment management is the cornerstone of our work. Recognizing the importance of an unbiased perspective, we maintain an extensive independent research effort that brings meaningful value to the management of client assets.

The Research Department is comprised of seven portfolio manager/analysts, six of whom hold the designation of Chartered Financial Analyst (CFA). Each individual is assigned to one or more market sectors for primary coverage, but the entire team meets several times each week to discuss portfolio strategy and security selection.

Utilizing a wide range of external resources and an array of proprietary investment models, our analysts screen a large universe of companies for desirable investment characteristics. Once the field of potential candidates is narrowed through this quantitative process, the analyst performs a more thorough fundamental ...
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HM PAYSON & COMPANY Portfolio Concentration

HM PAYSON & COMPANY Location

ONE PORTLAND SQUARE, 5TH FLOOR
PORTLAND, Maine
UNITED STATES, 04101

HM PAYSON & COMPANY Contact Information

Phone Number: 207-772-3761
Fax Number: 207-871-7508
Website:

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