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 06/30/16. The fund's latest filing disclosed 399MM in positions, representing 21% 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

WILLIAM HARRIS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SHAK 12.72% Cons. Disc. -11.06% -1.58% 2 3%
HAWK 3.75% Tech 8.54% 0.01% 1 4%
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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
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Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
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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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WILLIAM HARRIS Portfolio Concentration


SUITE 1500
CHICAGO, Illinois
UNITED STATES, 60606-1899

WILLIAM HARRIS Contact Information

Phone Number: 312-621-0590
Fax Number: 312-621-0984



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