NAPLES GLOBAL Overview
Naples Global Advisors Llc is an investment advisor that manages 361.8 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 802MM in positions, representing 222% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 802MM in positions, representing 222% of the manager's regulatory AUM.
NAPLES GLOBAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NAPLES GLOBAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.57% | Tech | 9.89% | -0% | 0 | 45% | ||
| MSFT | 2.66% | Tech | 13.35% | 0.09% | 0 | 53% | ||
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FEATURED IN
NAPLES GLOBAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John M. Suddeth | Chief Investment Officer | June-2011 |
| Michael H. Morris | Ceo/Managing Member | June-2011 |
| Sarah M. Geroy | Chief Compliance Officer, Firm Principal | December-2011 |
| Nicole L. Felts | Firm Principal | December-2011 |
NAPLES GLOBAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NAPLES GLOBAL Investment Strategy
NAPLES GLOBAL Portfolio Concentration
NAPLES GLOBAL Location
720 5TH AVENUE SOUTH
STE. 200
NAPLES, Florida
UNITED STATES, 34102
STE. 200
NAPLES, Florida
UNITED STATES, 34102
NAPLES GLOBAL Contact Information
Phone Number: 239-776-7900
Fax Number: 239-776-7909
Website: null
Fax Number: 239-776-7909
Website: null
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