GOOD HARBOR FINANCIAL Overview

Good Harbor Financial Llc is an investment advisor that manages 3.3 BN dollars in regulatory AUM and has 11 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/15. The fund's latest filing disclosed 916MM in positions, representing 28% of the manager's regulatory AUM.

GOOD HARBOR FINANCIAL StockAlpha

-3.5%
Top 25%
3yr StockAlpha Register for more...

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

GOOD HARBOR FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

GOOD HARBOR FINANCIAL Founders and Key Employees

Name Title In Position Since
Neil R. Peplinski Chief Investment Officer April-2003
Paul R. Ingersoll Chief Executive Officer December-2007
Catherine Cami A. Kirschner Chief Compliance Officer January-2013
Yashesh K. Patel Chief Operating Officer July-2011

GOOD HARBOR FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

GOOD HARBOR FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

Good Harbor Tactical Core® Strategies

The primary objective of the Tactical Core Strategies is to outperform their respective indices by aligning capital with the equity markets during sustained rallies and by positioning defensively in weak equity market conditions. The Firm’s philosophy is that disciplined, model-driven investment approaches generate enhanced risk-adjusted returns. Good Harbor’s research establishes investment strategies with strong economic rationale. Through detailed analysis, Good Harbor quantifies and validates its strategies and seeks to identify stable and persistent economic and statistical relationships. The underlying premise of Tactical Core Strategies is that equity prices are driven by changes in investor equity risk premiums and that these premiums vary with time and the business cycle. Good Harbor believes tha...
Unlock Full Investment Process Description

GOOD HARBOR FINANCIAL Portfolio Concentration

GOOD HARBOR FINANCIAL Location

155 NORTH WACKER DRIVE
SUITE 1850
CHICAGO, Illinois
UNITED STATES, 60606

GOOD HARBOR FINANCIAL Contact Information

Phone Number: 312-224-8150
Fax Number: 312-674-7230
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A