HUDSON VALLEY Overview

Hudson Valley Investment Advisors Inc is an investment advisor that manages 572.7 MM dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 318MM in positions, representing 56% of the manager's regulatory AUM.

HUDSON VALLEY StockAlpha

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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

HUDSON VALLEY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
OCBI 6.36% Financials -0.4% -0.44% 0 0%
MDT 4.64% Health -17.05% -0.56% 0 20%
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FEATURED IN
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HUDSON VALLEY Founders and Key Employees

Name Title In Position Since
Mark A. Lazarczyk Chief Compliance Officer November-2012
Louis Heimbach Director September-2013
Thomas V. Guarino Director September-2013
Michael Markhoff Director December-2014
Michael Gilfeather Director July-2014
Peter Larkin Director December-2015
Jonathan Rouis Director December-2014
Gustave J. Scacco Ceo/Cio February-2015

HUDSON VALLEY Brokers, Custodians, Auditors and Administrators

Type Company

HUDSON VALLEY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Our firm employs the following types of analysis to formulate client recommendations:




Asset Allocation: After consultation and determination of suitable client investment goals and risk tolerance we attempt to identify an appropriate ratio of securities, fixed income, and cash investments that are appropriate.

A risk of asset allocation is that the client may not participate in sharp increases in a particular security, industry or market sector. A second risk is that the ratio of securities, fixed income, and cash will change over time due to stock and market movements and, if not corrected, will no longer be appropriate for the client’s goals.

Economic Analysis: We undertake a “top down” analysis or systematic approach to understand the current state of the economic environment. Economic analysis helps provide us with an understanding of current business acti...
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HUDSON VALLEY Portfolio Concentration

HUDSON VALLEY Location

117 GRAND STREET, SUITE 201
GOSHEN, New York
UNITED STATES, 10924

HUDSON VALLEY Contact Information

Phone Number: 845-294-6127
Fax Number: 845-294-1438
Website:

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