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 03/31/20. The fund's latest filing disclosed 157MM in positions, representing 72% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/20. The fund's latest filing disclosed 157MM in positions, representing 72% of the manager's regulatory AUM.
FERNWOOD INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FERNWOOD INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GBT | 6.68% | Health | 35.88% | 1.28% | 0 | 4% | ||
| IVV | 3.25% | ETF | 14.71% | -0.01% | 0 | 8% | ||
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FEATURED IN
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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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
SUITE 101
QUINCY, Massachusetts
UNITED STATES, 02169
FERNWOOD INVESTMENT Contact Information
Phone Number: 617-376-4750
Fax Number: 617-376-4754
Website: http://www.fernwoodinvestment.com
Fax Number: 617-376-4754
Website: http://www.fernwoodinvestment.com
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