NBW CAPITAL LLC Overview

Nbw Capital Llc is an investment advisor that manages 470 MM dollars in regulatory AUM and has 10 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 348MM in positions, representing 74% of the manager's regulatory AUM.

NBW CAPITAL LLC StockAlpha

-5.1%
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

NBW CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MLPI 5.3% ETF -2.74% -0.44% 3 1%
AAPL 3.39% Tech 1.31% -0.02% 0 42%
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FEATURED IN
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NBW CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Christopher M. Blakely Partner March-2013
Bernard E. Niedermeyer Partner March-2013
Michael T. Whitney Partner March-2013
Kellie A. Aiello Chief Compliance Officer January-2014

NBW CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company

NBW CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Methods of Analysis

We believe over time equities will provide the best, but not necessarily the entire, means for maintaining and building wealth in a securities portfolio. We believe over the past 10 years, equities have provided returns superior to bond investments. We believe the best total portfolio is a balance of growth and income.

We emphasize total rate of return as the means to preserve and increase client capital. Yield-oriented stocks provide increased total return through a combination of price appreciation and cash flow/dividends.

Several elements drive the firm’s selection process. Portfolios are thematically driven to certain economic sectors by the current strategic macro overview. At the sector level, the investment team is focused on the “micro” work of individual stock selection. An individual company’s fundamental “story” and pro...
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NBW CAPITAL LLC Portfolio Concentration

NBW CAPITAL LLC Location

101 FEDERAL STREET
22ND FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110

NBW CAPITAL LLC Contact Information

Phone Number: 617-482-2222
Fax Number: 617-482-8484
Website:

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