CLEAR HARBOR ASSET Overview

Clear Harbor Asset Management Llc is an investment advisor that manages 653.9 MM dollars in regulatory AUM and has 13 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 457MM in positions, representing 70% of the manager's regulatory AUM.

CLEAR HARBOR ASSET StockAlpha

-2.8%
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

CLEAR HARBOR ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ROP 11.75% Industrials 0.08% -0.88% 0 6%
AWK 3.5% Utilities -2.58% 0.06% 0 10%
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FEATURED IN
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CLEAR HARBOR ASSET Founders and Key Employees

Name Title In Position Since
Ian A. Armstrong Chief Compliance Officer December-2009
Aaron J. Kennon Chief Executive Officer December-2009
Donald Roger B. Liddell Managing Member May-2010

CLEAR HARBOR ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

CLEAR HARBOR ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis

Clear Harbor’s primary methods of analysis are fundamental, technical and cyclical analysis.

Fundamental analysis involves the fundamental financial condition and competitive position of a company. Clear Harbor will analyze the financial condition, capabilities of management, earnings, new products and services, as well as the company’s markets and position amongst its competitors in order to determine the recommendations made to clients. The primary risk in using fundamental analysis is that while the overall health and position of a company may be good, market conditions may negatively impact the security.

Technical analysis involves the analysis of past market data rather than specific company data in determining the recommendations made to clients. Technical analysis may involve the use of charts to identify market patterns and trends which ...
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CLEAR HARBOR ASSET Portfolio Concentration

CLEAR HARBOR ASSET Location

420 LEXINGTON AVENUE
SUITE 2006
NEW YORK, New York
UNITED STATES, 10170

CLEAR HARBOR ASSET Contact Information

Phone Number: 212-867-7310
Fax Number: DECEMBER
Website:

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