BOLLARD GROUP LLC Overview

Bollard Group Llc is an investment advisor that manages 3.2 BN dollars in regulatory AUM and has 30 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 49% of the manager's regulatory AUM.

BOLLARD GROUP LLC StockAlpha

+1.8%
Top 25%
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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

BOLLARD GROUP LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BSX 52.75% Health -14.5% -4.99% 3 18%
EPD 2.07% Energy -6.74% -0.26% 0 13%
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BOLLARD GROUP LLC Founders and Key Employees

Name Title In Position Since
Anastasios N. Parafestas Managing Member And Ceo February-1995
George E. Hibbard Chief Compliance Officer September-2010
Silvestro J. Calabrese Member January-2002
Mary Ellen N. Malloy Member February-1995
Marc D. Poirier Managing Director May-2010
Michael S. Wheeler Managing Director July-1998

BOLLARD GROUP LLC Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro

BOLLARD GROUP LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

As we evaluate investment opportunities for client portfolios, we utilize several methods of analysis. Among them are charting, fundamental analysis and technical analysis. Each of these methods is designed to help identify trends, financial worthiness and opportunity for appreciation of securities within acceptable risk parameters. In spite of analysts’ best efforts to identify securities with appreciation potential and seemingly acceptable containment of risk,
unidentifiable risks are always present. External factors such as geopolitical risk, interest rate risk, systemic risk and other factors can negatively impact the value of any particular security. As a result, investment in securities involves the risk of loss that clients should be prepared to bear. Investing in any securities involves a risk of loss of both income and principal.

We make an assessment of our clients’ risk tolerance and d...
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BOLLARD GROUP LLC Portfolio Concentration

BOLLARD GROUP LLC Location

ONE JOY STREET
BOSTON, Massachusetts
UNITED STATES, 02108

BOLLARD GROUP LLC Contact Information

Phone Number: 617-720-5800
Fax Number: 617-720-3490
Website:

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