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 09/30/21. The fund's latest filing disclosed 243MM in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 09/30/21. The fund's latest filing disclosed 243MM in positions, representing 74% of the manager's regulatory AUM.
PROGRESSIVE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PROGRESSIVE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 11.3% | Tech | 5.41% | -1.42% | 0 | 43% | ||
| MSFT | 8.78% | Tech | 8.83% | -0.73% | 0 | 55% | ||
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FEATURED IN
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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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
SUITE 160
PORTLAND, Oregon
UNITED STATES, 97239
PROGRESSIVE Contact Information
Phone Number: 503-224-7828
Fax Number: 503-224-5633
Website: http://www.progressiveinvestment.com/
Fax Number: 503-224-5633
Website: http://www.progressiveinvestment.com/
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