VALICENTI ADVISORY Overview

Valicenti Advisory Services Inc is an investment advisor that manages 389.6 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 153MM in positions, representing 39% of the manager's regulatory AUM.

VALICENTI ADVISORY StockAlpha

-3.5%
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

VALICENTI ADVISORY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 7.51% Cons. Disc. -8.2% -1.08% 0 32%
AAPL 6.53% Tech 1.31% -0.05% 0 42%
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FEATURED IN
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VALICENTI ADVISORY Founders and Key Employees

Name Title In Position Since
Vincent R. Valicenti Chairman Of The Board May-2005
Joseph M. Valicenti President Ceo Coo December-2008
Ralph H. Roberts Vice President October-1996
Jeffrey S. Naylor Executive Vice President Cfo Chief Compliance Officer May-2005
Theresa R. Stewart Corporate Secretary December-2007

VALICENTI ADVISORY Brokers, Custodians, Auditors and Administrators

Type Company

VALICENTI ADVISORY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
The process VASI uses to manage investments is complex but rational. It begins with a
thorough understanding of the client's financial needs, short-term and long-term financial goals and lifestyle. Then an investment portfolio is developed to meet the goals of preservation of capital, capital appreciation and income.

As a balanced investment manager, VASI uses four investment objectives to accomplish the goals: Conservative, Moderate, Growth and Aggressive Growth. Each contains an asset mix of equities, fixed income and cash relative to the investment objective. An asset mix is comprised of a variety of security types which may include common and preferred stocks, corporate, municipal and government bonds, mutual funds, covered equity options, exchange traded funds and money markets.

VASI emphasizes the concepts of Modern Portfolio Theory. VASI uses a "top-down" approach when developing our po...
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VALICENTI ADVISORY Portfolio Concentration

VALICENTI ADVISORY Location

400 EAST WATER STREET
ELMIRA, New York
UNITED STATES, 14901-3411

VALICENTI ADVISORY Contact Information

Phone Number: 607-734-2665
Fax Number: 607-734-6845
Website:

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