PRENTISS SMITH & Overview
Prentiss Smith & Company Inc is an investment advisor that manages 450 MM dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 210MM in positions, representing 47% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 210MM in positions, representing 47% of the manager's regulatory AUM.
PRENTISS SMITH & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PRENTISS SMITH & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PTON | 4.82% | Cons. Disc. | -44.76% | -2.4% | 0 | 9% | ||
| IDA | 4.36% | Utilities | 9.17% | 0.13% | 0 | 5% | ||
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FEATURED IN
PRENTISS SMITH & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Prentiss C. Smith | President/Owner | September-1982 |
| Karlie P. Borst | Secretary, Vice President And Chief Compliance Officer | July-1993 |
| Martha M. Richardson | Director | August-2005 |
| Prentiss R. Smith | Director/Owner | August-2005 |
| Elizabeth R. Smith | Owner | January-2006 |
| Richard A. Epstein | Trustee | December-2006 |
PRENTISS SMITH & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PRENTISS SMITH & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We view investing as taking part ownership of a business. We analyze a prospective stock purchase as if we were going to buy the entire company, before buying any part of the company for our clients. We are less concerned with the recent strength or weakness of a stock price and more concerned with the longer- term value of the underlying business. Our objective for clients is to build a portfolio of stocks that represent a share of a substantial and growing revenue/profit stream.
We believe that a company’s long term success is inexorably linked to a positive relationship between the company and its employees, community, and the environment. While many companies are striving to be better corporate citizens and environmental stewards, we have not found one that is perfect. There is always a balance between positive and negative attributes for any company. Even companies considered icons by many s...
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We view investing as taking part ownership of a business. We analyze a prospective stock purchase as if we were going to buy the entire company, before buying any part of the company for our clients. We are less concerned with the recent strength or weakness of a stock price and more concerned with the longer- term value of the underlying business. Our objective for clients is to build a portfolio of stocks that represent a share of a substantial and growing revenue/profit stream.
We believe that a company’s long term success is inexorably linked to a positive relationship between the company and its employees, community, and the environment. While many companies are striving to be better corporate citizens and environmental stewards, we have not found one that is perfect. There is always a balance between positive and negative attributes for any company. Even companies considered icons by many s...
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PRENTISS SMITH & Portfolio Concentration
PRENTISS SMITH & Location
45 WALNUT STREET
BRATTLEBORO, Vermont
UNITED STATES, 05301
BRATTLEBORO, Vermont
UNITED STATES, 05301
PRENTISS SMITH & Contact Information
Phone Number: 802-254-2913
Fax Number: 802-257-7638
Website: https://www.prentiss-smith.com
Fax Number: 802-257-7638
Website: https://www.prentiss-smith.com
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