PETTEE INVESTORS INC. Overview

Pettee Investors Inc. is an investment advisor that manages 112 MM dollars in regulatory AUM and has 1 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 103MM in positions, representing 92% of the manager's regulatory AUM.

PETTEE INVESTORS INC. 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

PETTEE INVESTORS INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 16.91% Health -4.57% -0.11% 0 34%
JPM 6.4% Financials 23.43% 0.22% 0 35%
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PETTEE INVESTORS INC. Founders and Key Employees

Name Title In Position Since
Sheila P. Pettee President/Chief Compliance Officer May-1989

PETTEE INVESTORS INC. Brokers, Custodians, Auditors and Administrators

Type Company

PETTEE INVESTORS INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Approach

Pettee Investors believes that the most important factors in making recommendations or structuring a portfolio are the expressed investment objectives of the client. Pettee Investors does not believe, however, that investment objectives should be expressed in simple terms such as attempting to achieve maximum growth or maximum safety of capital. There is a wide range of risk-reward ratios between these two extremes, and each client should, with the help of Pettee Investors, attempt to choose an appropriate objective. Depending on the balance selected by the client, Pettee Investors will generally invest a large portion of the assets in high quality large companies, while a smaller portion of the portfolio may
be invested in small and medium sized companies which the firm believes may have superior appreciation potential. Naturally, smaller companies may have

Pettee Investor...
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PETTEE INVESTORS INC. Portfolio Concentration

PETTEE INVESTORS INC. Location


PETTEE INVESTORS INC. Contact Information

Phone Number: 203-966-3199
Fax Number: 203-966-3886
Website:

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