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 09/30/16. The fund's latest filing disclosed 284MM in positions, representing 69% of the manager's regulatory AUM.

PENOBSCOT INVESTMENT StockAlpha

-0.6%
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

PENOBSCOT INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 3.43% Energy 2.09% -0.15% 0 29%
JNJ 3.16% Health -5.39% -0.03% 0 34%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 INVESTMENT Portfolio Concentration

PENOBSCOT INVESTMENT Location

50 CONGRESS STREET
SUITE 410
BOSTON, Massachusetts
UNITED STATES, 02109

PENOBSCOT INVESTMENT Contact Information

Phone Number: 617-227-3111
Fax Number: 617-227-7467
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