FERNWOOD INVESTMENT Overview

Fernwood Investment Management Llc is an investment advisor that manages 216.3 MM dollars in regulatory AUM and has 6 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 108MM in positions, representing 50% of the manager's regulatory AUM.

FERNWOOD INVESTMENT StockAlpha

-5.4%
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

FERNWOOD INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PTLA 4.96% Health -21% -0.67% 0 3%
CVS 3.87% Cons. Staples -12.35% -0.29% 0 25%
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FEATURED IN
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FERNWOOD INVESTMENT Founders and Key Employees

Name Title In Position Since
Thomas P. Reilly Managing Member February-2003
Thomas P. Reilly Chief Compliance Officer July-2003

FERNWOOD INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro

FERNWOOD INVESTMENT Investment Strategy

Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss

Method of Analysis

Fernwood Investment Management uses both fundamental and technical analysis when evaluating individual securities. Examples include analyzing a company’s growth rate, profitability, and financial position along with macroeconomic factors and trends for the sector in which the particular company operates in. Research tools we use included the following: broker reports, financial publications such as Morningstar, annual company reports, news services, for example, Reuters, and conference calls hosted by either a specific company or industry analyst.

Investment Strategies

Based on each client’s objective, investment risk tolerance and time horizon, we will design an investment strategy they are in agreement with. Each client is required to sign an investment management contract designating Fernwood as Agent with full discretionary investment authority. W...
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FERNWOOD INVESTMENT Portfolio Concentration

FERNWOOD INVESTMENT Location

400 CROWN COLONY DRIVE
SUITE 101
QUINCY, Massachusetts
UNITED STATES, 02169

FERNWOOD INVESTMENT Contact Information

Phone Number: 617-376-4750
Fax Number: 617-376-4754
Website:

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