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 09/30/19. The fund's latest filing disclosed 520MM in positions, representing 84% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 520MM in positions, representing 84% of the manager's regulatory AUM.
FORBES J M & COMPANY LLP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FORBES J M & COMPANY LLP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NEE | 4.2% | Utilities | -0.36% | 0.1% | 0 | 18% | ||
| MSFT | 4.11% | Tech | 8.13% | -0.04% | 0 | 41% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
FORBES J M & COMPANY LLP Portfolio Concentration
FORBES J M & COMPANY LLP Location
121 MOUNT VERNON STREET
BOSTON, Massachusetts
UNITED STATES, 02108
BOSTON, Massachusetts
UNITED STATES, 02108
FORBES J M & COMPANY LLP Contact Information
Phone Number: 617-423-5705
Fax Number: 617-423-6656
Website: http://www.jmforbes.com
Fax Number: 617-423-6656
Website: http://www.jmforbes.com
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