CLEAN YIELD GROUP Overview

Clean Yield Group is an investment advisor that manages 291 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 230MM in positions, representing 79% of the manager's regulatory AUM.

CLEAN YIELD GROUP StockAlpha

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Fundamental & Technical Factor Exposure

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EBIDTA Margin Debt/Assets Hedge Fund Crowding

CLEAN YIELD GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4% Tech 1.31% -0.03% 0 42%
CSCO 3.13% Tech -4.45% -0.2% 0 30%
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FEATURED IN
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CLEAN YIELD GROUP Founders and Key Employees

Name Title In Position Since
Dorigen R. Hofmann Vice President, Chief Compliance Officer October-2012
Elizabeth D. Glenshaw President & Treasurer October-2014
Eric M. Becker Secretary October-2012

CLEAN YIELD GROUP Brokers, Custodians, Auditors and Administrators

Type Company

CLEAN YIELD GROUP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ............................................................... 8
Methods of Analysis & Investment Strategy ............................................................................................ 8
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CLEAN YIELD GROUP Portfolio Concentration

CLEAN YIELD GROUP Location

16 BEAVER MEADOW RD.
NORWICH, Vermont
UNITED STATES, 05055

CLEAN YIELD GROUP Contact Information

Phone Number: 802-526-2525
Fax Number: 802-526-2528
Website:

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