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 06/30/21. The fund's latest filing disclosed 223MM in positions, representing 14% of the manager's regulatory AUM.


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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WALTHAUSEN & COMPANY . Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CAC 1.63% Financials 12.28% -0.01% 2 0%
GLDD 1.62% Industrials -19.45% -0.54% 1 3%
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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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WALTHAUSEN & COMPANY . Portfolio Concentration


2691 ROUTE 9
MALTA, New York
UNITED STATES, 12020-4319

WALTHAUSEN & COMPANY . Contact Information

Phone Number: 518-371-3450
Fax Number: 518-371-3980



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