WALTHAUSEN & COMPANY . Overview
Walthausen & Company . Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 12/31/20. The fund's latest filing disclosed 367MM in positions, representing 23% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 12/31/20. The fund's latest filing disclosed 367MM in positions, representing 23% of the manager's regulatory AUM.
WALTHAUSEN & COMPANY . StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WALTHAUSEN & COMPANY . Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GLDD | 2.45% | Industrials | 15.79% | 0.32% | 2 | 4% | ||
| MGRC | 1.66% | Industrials | 16.85% | 0.22% | 1 | 5% | ||
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FEATURED IN
WALTHAUSEN & COMPANY . Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John B. Walthausen | Managing Director/Member | August-2007 |
| Paul T. Nichols | Vice President - Trading/Member | August-2007 |
| Stanley M. Westhoff | Member | August-2007 |
| Deforest R. Hinman | Member | August-2007 |
| Mark L. Hodge | Chief Compliance Officer/Member | September-2007 |
| Curtis J. Lasek | Member | January-2013 |
WALTHAUSEN & COMPANY . Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WALTHAUSEN & COMPANY . Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Method of Analysis
Walthausen uses the following method of analysis in managing client assets.
Fundamental Analysis
We believe that successful investors buy companies after a detailed analysis of a company’s fundamental characteristics. The analysis we perform involves a process that concentrates on understanding the components, quality and sustainability of a company’s cash flow, and the ability of management to employ that cash flow to
Form ADV Part 2A Walthausen & Co., LLC 7
enhance the company’s value.
We look at specific financial factors using this bottom up approach. We focus on individual stocks and their financial condition and management of the company, rather than focusing on economic and market cycles. We try to understand th...
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Method of Analysis
Walthausen uses the following method of analysis in managing client assets.
Fundamental Analysis
We believe that successful investors buy companies after a detailed analysis of a company’s fundamental characteristics. The analysis we perform involves a process that concentrates on understanding the components, quality and sustainability of a company’s cash flow, and the ability of management to employ that cash flow to
Form ADV Part 2A Walthausen & Co., LLC 7
enhance the company’s value.
We look at specific financial factors using this bottom up approach. We focus on individual stocks and their financial condition and management of the company, rather than focusing on economic and market cycles. We try to understand th...
Get the Full Report
WALTHAUSEN & COMPANY . Portfolio Concentration
WALTHAUSEN & COMPANY . Location
2691 ROUTE 9
SUITE 102
MALTA, New York
UNITED STATES, 12020-4319
SUITE 102
MALTA, New York
UNITED STATES, 12020-4319
WALTHAUSEN & COMPANY . Contact Information
Phone Number: 518-371-3450
Fax Number: 518-371-3980
Website: http://www.walthausenfunds.com
Fax Number: 518-371-3980
Website: http://www.walthausenfunds.com
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