BLUE FIN CAPITAL INC. Overview
Blue Fin Capital Inc. is an investment advisor that manages 186.6 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 310MM in positions, representing 166% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 310MM in positions, representing 166% of the manager's regulatory AUM.
BLUE FIN CAPITAL INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BLUE FIN CAPITAL INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 11.08% | Tech | 6.53% | -0.29% | 0 | 45% | ||
| MSFT | 8.16% | Tech | 15.47% | 0.52% | 0 | 53% | ||
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FEATURED IN
BLUE FIN CAPITAL INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Clark A. Sammartino | President | February-1996 |
| Richard F. Carolan | Vice President | February-1996 |
| Mars J. Bishop | Vice President/Treasurer | March-1998 |
| Richard F. Carolan | Chief Compliance Officer | June-2004 |
BLUE FIN CAPITAL INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BLUE FIN CAPITAL INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
Fundamental analysis is a method of evaluating a company that has issued a security by attempting to measure the value of its underlying assets. It entails studying overall economic and industry conditions as well as the financial condition and the quality of the company's management. Earnings,
6
©2012 National Compliance Services 800-800-3204
expenses, assets, and liabilities are all important in determining the value of a company. The value is then compared to the current price of the issuing company's security to determine whether to purchase, sell or hold the security.
Risk: The risk of fundamental analysis is that information obtained may be incorrect and the analysis may not...
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Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
Fundamental analysis is a method of evaluating a company that has issued a security by attempting to measure the value of its underlying assets. It entails studying overall economic and industry conditions as well as the financial condition and the quality of the company's management. Earnings,
6
©2012 National Compliance Services 800-800-3204
expenses, assets, and liabilities are all important in determining the value of a company. The value is then compared to the current price of the issuing company's security to determine whether to purchase, sell or hold the security.
Risk: The risk of fundamental analysis is that information obtained may be incorrect and the analysis may not...
Get the Full Report
BLUE FIN CAPITAL INC. Portfolio Concentration
BLUE FIN CAPITAL INC. Location
10 WEYBOSSET STREET
SUITE 302B
PROVIDENCE, Rhode Island
UNITED STATES, 02903
SUITE 302B
PROVIDENCE, Rhode Island
UNITED STATES, 02903
BLUE FIN CAPITAL INC. Contact Information
Phone Number: 401-454-0772
Fax Number: 401-621-7756
Website: http://www.bluefincapital.com
Fax Number: 401-621-7756
Website: http://www.bluefincapital.com
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