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 09/30/16. The fund's latest filing disclosed 256MM in positions, representing 71% of the manager's regulatory AUM.

NAPLES GLOBAL StockAlpha

-1.3%
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

NAPLES GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VV 2.92% ETF 1.43% -0% 0 2%
PG 2.57% Cons. Staples -7.48% -0.07% 0 24%
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FEATURED IN
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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

NAPLES GLOBAL Contact Information

Phone Number: 239-776-7900
Fax Number: 239-776-7909
Website:

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