MEYER HANDELMAN Overview

Meyer Handelman Company is an investment advisor that manages 2.1 BN dollars in regulatory AUM and has 19 employees, of which 9 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 108% of the manager's regulatory AUM.

MEYER HANDELMAN StockAlpha

-0.9%
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

MEYER HANDELMAN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HON 3.57% Industrials 0.35% -0.32% 0 18%
PG 3.55% Cons. Staples -6.25% -0.1% 0 24%
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FEATURED IN
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MEYER HANDELMAN Founders and Key Employees

Name Title In Position Since
Donald E. Handelman Member July-1951
Joseph W. Handelman Member October-1958
William R. Handelman Member/Chief Compliance Officer October-1958
Richard A. Handelman Member January-1992

MEYER HANDELMAN Brokers, Custodians, Auditors and Administrators

Type Company

MEYER HANDELMAN Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investment Strategy

Meyer Handelman Company LLC’s overall procedure in formulating investment strategy begins with review of current macroeconomic data to determine basic general policy toward equity and fixed-income investments. The members study research reports on industries or individual companies that are prepared internally by those industries or companies, or by other institutions. The members then discuss the various positive and negative aspects of a specific company and its respective industry, outlook and projections. The members determine whether to consider an issue to be a purchase, hold or sale candidate. Suggested purchase or sales programs based on current recommendations are then prepared for accounts where applicable for the members to discuss, at which time any objections may be raised.
The Company invests for clients mostly in exchange-listed equities, municipal bonds and U....
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MEYER HANDELMAN Portfolio Concentration

MEYER HANDELMAN Location

800 WESTCHESTER AVENUE
SUITE S-618
RYE BROOK, New York
UNITED STATES, 10573-1373

MEYER HANDELMAN Contact Information

Phone Number: 914-939-4060
Fax Number: 914-939-4066
Website:

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