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 09/30/16. The fund's latest filing disclosed 123MM in positions, representing 66% of the manager's regulatory AUM.

BLUE FIN CAPITAL INC. StockAlpha

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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
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BLUE FIN CAPITAL INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 8.26% Tech -2.29% 0.02% 0 42%
HYG 4.85% ETF -0.84% -0.08% 0 8%
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FEATURED IN
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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,




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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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BLUE FIN CAPITAL INC. Portfolio Concentration

BLUE FIN CAPITAL INC. Location

10 WEYBOSSET STREET
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:

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Disclaimer

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