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 03/31/21. The fund's latest filing disclosed 560MM in positions, representing 98% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 560MM in positions, representing 98% of the manager's regulatory AUM.
HUDSON VALLEY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HUDSON VALLEY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.36% | Tech | 22.88% | 0.33% | 0 | 0% | ||
| ISRG | 3.78% | Health | 30.74% | 0.61% | 0 | 0% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
HUDSON VALLEY Portfolio Concentration
HUDSON VALLEY Location
117 GRAND STREET, SUITE 201
GOSHEN, New York
UNITED STATES, 10924
GOSHEN, New York
UNITED STATES, 10924
HUDSON VALLEY Contact Information
Phone Number: 845-294-6127
Fax Number: 845-294-1438
Website: http://www.hviaonline.com
Fax Number: 845-294-1438
Website: http://www.hviaonline.com
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