HARBOUR INVESTMENT Overview

Harbour Investment Management Llc is an investment advisor that manages 277.8 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 131MM in positions, representing 47% of the manager's regulatory AUM.

HARBOUR INVESTMENT StockAlpha

-0.1%
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

HARBOUR INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 4.17% Tech 7.26% 0.26% 0 36%
SBUX 3.96% Cons. Disc. 9.04% 0.16% 0 22%
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FEATURED IN
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HARBOUR INVESTMENT Founders and Key Employees

Name Title In Position Since
Hans D. Berkenhoff Portfolio Manager January-2001
Erika L. Hill Chief Compliance Officer & Portfolio Manager January-2007
Evan A. Hill Portfolio Manager January-2009

HARBOUR INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

HARBOUR INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Our Investment Strategies

Harbour utilizes a variety of methods of analysis in managing investment portfolios and selecting securities, including fundamental, interest rate, and economic analysis. The main sources of information used by Harbour are financial newspapers and magazines, annual reports, prospectuses and other filings with the SEC, company press releases, research prepared by others and corporate rating services. Harbour’s investment strategies focus on the purchase of
securities intended to be held for one year or more; short-term trading is generally avoided due to tax considerations.

Risk

Investing in securities involves risk of loss that clients should be prepared to bear. Risks include a general stock or bond market decline, an economic slowdown (domestic or global), inflation or loss of purchasing power risk, interest rate fluctuations, liquidity risk, an...
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HARBOUR INVESTMENT Portfolio Concentration

HARBOUR INVESTMENT Location

110 JAMES STREET
SUITE 111
EDMONDS, Washington
UNITED STATES, 98020-8431

HARBOUR INVESTMENT Contact Information

Phone Number: 425-742-1557
Fax Number: 425-645-8046
Website:

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