FORBES J M & COMPANY LLP Overview

Forbes J M & Company Llp is an investment advisor that manages 617.9 MM dollars in regulatory AUM and has 19 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 366MM in positions, representing 59% of the manager's regulatory AUM.

FORBES J M & COMPANY LLP 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

FORBES J M & COMPANY LLP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 5.64% Cons. Staples -6.25% -0.16% 0 24%
XOM 3.78% Energy 2.09% -0.17% 0 29%
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FORBES J M & COMPANY LLP Founders and Key Employees

Name Title In Position Since
Malcolm L. Davidson Partner January-1990
David C. Warner Partner / Chief Operating Officer January-1990
Paul Elias Partner January-2006
Paul M. Kendrigan Chief Compliance Officer June-2007
Jeffrey L. Bernier Partner January-2015

FORBES J M & COMPANY LLP Brokers, Custodians, Auditors and Administrators

Type Company

FORBES J M & COMPANY LLP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Strategy

We use a broad array of tools to work towards two basic yet critical objectives: preservation of capital and strong risk-adjusted returns. To meet these goals we employ a core investment strategy adapted to client needs. For some this translates into optimized growth, for others maximized income, conditioned by individual investment goals, time horizon, tax situation, and risk tolerance. In trust accounts with one group of income beneficiaries and another group of remainder beneficiaries our investment approach balances growth of principal and generation of income. Overall, we believe that taking a long time horizon provides us with a strategic advantage: we position portfolios to benefit from major trends rather than short term market movements.

Stock selection

We screen a broad universe of equities to find companies that should deliver strong long-t...
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FORBES J M & COMPANY LLP Portfolio Concentration

FORBES J M & COMPANY LLP Location

121 MOUNT VERNON STREET
BOSTON, Massachusetts
UNITED STATES, 02108

FORBES J M & COMPANY LLP Contact Information

Phone Number: 617-423-5705
Fax Number: 617-423-6656
Website:

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