PENOBSCOT INVESTMENT Overview
Penobscot Investment Management Company Inc. is an investment advisor that manages 413.1 MM dollars in regulatory AUM and has 10 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 03/31/17. The fund's latest filing disclosed 299MM in positions, representing 72% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/17. The fund's latest filing disclosed 299MM in positions, representing 72% of the manager's regulatory AUM.
PENOBSCOT INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PENOBSCOT INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JNJ | 3.08% | Health | 9.28% | 0.09% | 0 | 35% | ||
| XOM | 2.99% | Energy | -0.48% | 0.1% | 0 | 30% | ||
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FEATURED IN
PENOBSCOT INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Eugene H. Clapp | Chief Financial Officer & Director | February-1988 |
| Douglas E. Hart | President, Chief Compliance Officer & Director | February-1988 |
PENOBSCOT INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PENOBSCOT INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Penobscot seeks to understand clients’ unique needs and to meet their investment objectives. Penobscot meets those objectives by allocating assets appropriately across asset classes (stocks, bonds, and cash). The securities chosen are typically issued by leading companies with substantial financial strength.
At the core of Penobscot’s investment strategy is an ongoing review of dividend-paying companies with a demonstrated commitment to growing dividends at an above-average rate. Penobscot is primarily a diversified equity investor; however, during periods when Penobscot believes equities are over-valued, it will place more emphasis on cash and fixed income securities. Penobscot avoids buying securities on margin and engaging in short selling or option trading unless otherwise requested by the client.
Investment in all securities involves risk. The value of stocks and bonds and the income der...
Unlock Full Investment Process Description
Penobscot seeks to understand clients’ unique needs and to meet their investment objectives. Penobscot meets those objectives by allocating assets appropriately across asset classes (stocks, bonds, and cash). The securities chosen are typically issued by leading companies with substantial financial strength.
At the core of Penobscot’s investment strategy is an ongoing review of dividend-paying companies with a demonstrated commitment to growing dividends at an above-average rate. Penobscot is primarily a diversified equity investor; however, during periods when Penobscot believes equities are over-valued, it will place more emphasis on cash and fixed income securities. Penobscot avoids buying securities on margin and engaging in short selling or option trading unless otherwise requested by the client.
Investment in all securities involves risk. The value of stocks and bonds and the income der...
Unlock Full Investment Process Description
PENOBSCOT INVESTMENT Portfolio Concentration
PENOBSCOT INVESTMENT Location
50 CONGRESS STREET
SUITE 410
BOSTON, Massachusetts
UNITED STATES, 02109
SUITE 410
BOSTON, Massachusetts
UNITED STATES, 02109
PENOBSCOT INVESTMENT Contact Information
Phone Number: 617-227-3111
Fax Number: 617-227-7467
Website: http://www.pimboston.com
Fax Number: 617-227-7467
Website: http://www.pimboston.com
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