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 09/30/16. The fund's latest filing disclosed 179MM in positions, representing 40% of the manager's regulatory AUM.

PRENTISS SMITH & StockAlpha

-1.6%
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

PRENTISS SMITH & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NVS 5.97% Health -11.68% -0.49% 0 8%
WFC 5.13% Financials 30.12% 0.32% 0 29%
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FEATURED IN
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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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PRENTISS SMITH & Portfolio Concentration

PRENTISS SMITH & Location

45 WALNUT STREET
BRATTLEBORO, Vermont
UNITED STATES, 05301

PRENTISS SMITH & Contact Information

Phone Number: 802-254-2913
Fax Number: 802-257-7638
Website:

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