HOLDERNESS Overview

Holderness Investments Company is an investment advisor that manages 123.5 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 100MM in positions, representing 81% of the manager's regulatory AUM.

HOLDERNESS StockAlpha

+0.9%
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

HOLDERNESS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CRUS 3.24% Tech 9.44% 0.27% 0 5%
INTC 2.82% Tech -4.71% -0.16% 0 25%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

HOLDERNESS Founders and Key Employees

Name Title In Position Since
Richard T. Holderness President August-1995
Kim C. Carson Vice-President/Chief Compliance Officer March-2004

HOLDERNESS Brokers, Custodians, Auditors and Administrators

Type Company

HOLDERNESS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
The Holderness Investment Team works to conduct fundamental analysis on all securities recommended for client accounts. This analysis varies depending on the security in question. Our investment selection process is rooted in an in-depth bottom-up company analysis while acknowledging our consensus macroeconomic outlook. Our investment team utilizes multiple tools to screen for investment ideas and ongoing company analysis.

For stocks and bonds the analysis generally includes a review of:
 The issuer’s management;
 The amount and volatility of past profits or losses;
 The issuer’s assets and liabilities, as well as any material changes from historical norms;
 Prospects for the issuer’s industry, as well as the issuer’s competitive position within that industry; and
 Any other factors considered relevant.

For mutual funds and ETFs ...
Unlock Full Investment Process Description

HOLDERNESS Portfolio Concentration

HOLDERNESS Location

201 B STATE STREET
GREENSBORO, North Carolina
UNITED STATES, 27408

HOLDERNESS Contact Information

Phone Number: 336-574-1400
Fax Number: 336-574-1441
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