PROGRESSIVE Overview

Progressive Investment Management Corp is an investment advisor that manages 326.6 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 108MM in positions, representing 33% of the manager's regulatory AUM.

PROGRESSIVE StockAlpha

-4.4%
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

PROGRESSIVE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.97% Tech -2.24% -0.05% 0 42%
JNJ 4.08% Health -4.48% -0.02% 0 34%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

PROGRESSIVE Founders and Key Employees

Name Title In Position Since
Carsten M. Henningsen Director, President And Shareholder December-2014
Robert M. Baird Director, Secretary And Shareholder December-1995
John H. Streur Shareholder October-2014
James T. Madden Shareholder December-2014
Anthony S. Tursich Shareholder December-2014
Beth Williamson Shareholder December-2014
Emily Lethenstrom Shareholder December-2014
Diane L. Greenwood Chief Compliance Officer April-2015

PROGRESSIVE Brokers, Custodians, Auditors and Administrators

Type Company

PROGRESSIVE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

We rely upon fundamental research that combines traditional investment analysis with SRI research to create a complete picture of how each company behaves commercially, as well as how it deals with existing and emerging environmental risks and opportunities.

Fundamental analysis is a technique that attempts to determine a security’s value by focusing on the economic well-being of a company, as opposed to movements of its market price. In the course of our analysis, we review a company’s financial statements and consider factors including, but not limited to, the company’s historical financial condition, prior operating results and trends, its projected revenue growth, its competitive advantages and disadvantages, the anticipated demand for its current and future products or services, and other factors affecting the company’s anticipated results from future operations. Pa...
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PROGRESSIVE Portfolio Concentration

PROGRESSIVE Location

5100 SW MACADAM AVENUE
SUITE 160
PORTLAND, Oregon
UNITED STATES, 97239

PROGRESSIVE Contact Information

Phone Number: 503-224-7828
Fax Number: 503-224-5633
Website:

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