WILLIAM HARRIS Overview
William Harris Investors Inc is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 56 employees, of which 24 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/16. The fund's latest filing disclosed 347MM in positions, representing 18% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/16. The fund's latest filing disclosed 347MM in positions, representing 18% of the manager's regulatory AUM.
WILLIAM HARRIS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WILLIAM HARRIS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
WILLIAM HARRIS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jack R. Polsky | Director, Ceo, President,Trustee: Jack Polsky Inv Trust,Virginia Polsky Trust,Roxanne Frank Trust, Ibh Ggc-Gst Trust | January-2001 |
| Roxanne H. Frank | Shareholder Trustee: Roxanne H Frank Trust | December-1997 |
| Virginia H. Polsky | Shareholder Trustee: Virginia H Polsky Trust | December-1997 |
| Benjamin H. Harris | Shareholder Trustee: Ibh Ggc-Gst Trust | December-1997 |
| Michael C. Mcquinn | Shareholder Trustee: Vhp Grandchildren Trust, Rhf Gc Trust | September-2010 |
| Daniel H. Meyer | Shareholder Trustee: Ibh Ggc-Gst Trust | October-2002 |
| Ann Marie C. Wolf | Vice President, Treasurer | November-2008 |
| Marc D. Bassewitz | Vice President, General Counsel, Secretary/Chief Compliance Officer | September-2009 |
| Charles V. Polsky | Director, Senior Vice President;Trustee: Charles Polsky Inv Trust | January-2002 |
| Adam B. Langsam | Senior Vice President/Chief Operating Officer | July-2012 |
| Jonathan Graber | Shareholder Trustee: Vhp Grandchildren Trust, Rhf Gc Trust | November-2014 |
WILLIAM HARRIS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
WILLIAM HARRIS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis:
WHI's research and investment personnel review and study many types of research information and attend investment seminars, conferences, and private meetings with research analysts and company management at which they receive market and economic information relevant to WHI's management of client accounts. WHI’s research and investment staff engage in numerous methods of securities analysis. While the historical focus of WHI’s evaluation has tended to be fundamental analysis of securities, the Firm’s methods also include charting, technical and cyclical assessments of securities. WHI’s research and investment personnel also evaluate non- marketable investments such as real estate assets and private company investments. These evaluations encompass a wide range of analytical tools and techniques, including discounted cash flow analysis, comparable property or...
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Methods of Analysis:
WHI's research and investment personnel review and study many types of research information and attend investment seminars, conferences, and private meetings with research analysts and company management at which they receive market and economic information relevant to WHI's management of client accounts. WHI’s research and investment staff engage in numerous methods of securities analysis. While the historical focus of WHI’s evaluation has tended to be fundamental analysis of securities, the Firm’s methods also include charting, technical and cyclical assessments of securities. WHI’s research and investment personnel also evaluate non- marketable investments such as real estate assets and private company investments. These evaluations encompass a wide range of analytical tools and techniques, including discounted cash flow analysis, comparable property or...
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WILLIAM HARRIS Portfolio Concentration
WILLIAM HARRIS Location
191 N WACKER DRIVE
SUITE 1500
CHICAGO, Illinois
UNITED STATES, 60606-1899
SUITE 1500
CHICAGO, Illinois
UNITED STATES, 60606-1899
WILLIAM HARRIS Contact Information
Phone Number: 312-621-0590
Fax Number: 312-621-0984
Website: https://www.whi.com/
Fax Number: 312-621-0984
Website: https://www.whi.com/
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