MARBLE HARBOR Overview

Marble Harbor Investment Counsel Llc is an investment advisor that manages 507.7 MM dollars in regulatory AUM and has 10 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 415MM in positions, representing 82% of the manager's regulatory AUM.

MARBLE HARBOR StockAlpha

-0.3%
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

MARBLE HARBOR Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 4.29% Energy 1.8% -0.18% 0 29%
PG 4.01% Cons. Staples -5.48% -0.1% 0 24%
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FEATURED IN
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MARBLE HARBOR Founders and Key Employees

Name Title In Position Since
Paul R. Davis Managing Member And Chief Investment Officer December-2005
Suzanne C. Coleman Member And Chief Compliance Officer January-2007
Daniel J. Rosenblatt Member January-2007
Charlotte T. Deyesso Member April-2014

MARBLE HARBOR Brokers, Custodians, Auditors and Administrators

Type Company
Custodian Pro

MARBLE HARBOR Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Risks for All Forms of Analysis. Our securities analysis methods rely on the assumption that the companies...
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MARBLE HARBOR Portfolio Concentration

MARBLE HARBOR Location

101 FEDERAL STREET
SUITE 2505
BOSTON, Massachusetts
UNITED STATES, 02110

MARBLE HARBOR Contact Information

Phone Number: 617-956-6710
Fax Number: 617-956-6711
Website:

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