S& COMPANY INC Overview
S& Company Inc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 13 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/31/18. The fund's latest filing disclosed 831MM in positions, representing 61% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/31/18. The fund's latest filing disclosed 831MM in positions, representing 61% of the manager's regulatory AUM.
S& COMPANY INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
S& COMPANY INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CHD | 4.62% | Cons. Staples | 25.18% | 0.64% | 0 | 6% | ||
| BRK.B | 4.41% | Financials | 14.69% | 0.65% | 0 | 27% | ||
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FEATURED IN
S& COMPANY INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| George Lewis | Director | April-1988 |
| Neil L. Thompson | Director, Chairman & President | January-1996 |
| Iii A. Webb | Director, Chief Compliance Officer, Treasurer And Clerk | October-2004 |
| Mitchell Jerrold | Director | January-2009 |
| George W. Saltonstall | Director | January-2011 |
| Matthew E. Megargel | Director And Assistant Clerk | July-2014 |
S& COMPANY INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
S& COMPANY INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Page 4
Item 8(A) Methods of Analysis
SCI’s Investment Committee (the “Committee”), which consists of Neil L. Thompson, George Lewis, Alexander Webb, III Matthew E. Megargel and Jerrold Mitchell, plays the primary role in making investment decisions for SCI. The Committee employs generally accepted methods of economic, market and security research, including fundamental, technical, qualitative and quantitative analysis. Many sources of information are reviewed, including independent investment advisory reports, brokerage reports, company and industry publications and press releases, company visits, SEC filings, prospectuses, financial newspapers, magazines and web sites. Committee members also draw on personal contacts established during their long careers in the investment management business. In the course of its analysis, the Committee’s focus is on capital appreciation a...
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Page 4
Item 8(A) Methods of Analysis
SCI’s Investment Committee (the “Committee”), which consists of Neil L. Thompson, George Lewis, Alexander Webb, III Matthew E. Megargel and Jerrold Mitchell, plays the primary role in making investment decisions for SCI. The Committee employs generally accepted methods of economic, market and security research, including fundamental, technical, qualitative and quantitative analysis. Many sources of information are reviewed, including independent investment advisory reports, brokerage reports, company and industry publications and press releases, company visits, SEC filings, prospectuses, financial newspapers, magazines and web sites. Committee members also draw on personal contacts established during their long careers in the investment management business. In the course of its analysis, the Committee’s focus is on capital appreciation a...
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S& COMPANY INC Portfolio Concentration
S& COMPANY INC Location
50 CONGRESS STREET, ROOM 800
BOSTON, Massachusetts
UNITED STATES, 02109
BOSTON, Massachusetts
UNITED STATES, 02109
S& COMPANY INC Contact Information
Phone Number: 617-227-8660
Fax Number: 617-227-4470
Website: null
Fax Number: 617-227-4470
Website: null
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