NEW CENTURY Overview

New Century Investment Management Inc is an investment advisor that manages 206.2 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 115MM in positions, representing 56% of the manager's regulatory AUM.

NEW CENTURY StockAlpha

-2%
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

NEW CENTURY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 4.88% Cons. Disc. -9.31% -0.62% 0 32%
AAPL 4.1% Tech -2.99% -0.06% 0 42%
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FEATURED IN
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NEW CENTURY Founders and Key Employees

Name Title In Position Since
Jeffrey D. Modell President & Port Mgr (4/1/94), Cco (5/5/04), Anti-Money Laundering Compl Off (5/26/05), Chief Information Sec Off (1/20/15) April-1994
Karen G. Modell Corporate Secretary (4/1/1994), Managing Director (3/1/1996) April-1994

NEW CENTURY Brokers, Custodians, Auditors and Administrators

Type Company

NEW CENTURY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



A. We offer two investment products, essentially two variations of the same strategy run by the same team. Both are portfolios that consist almost entirely of stocks but will have some cash or cash equivalents:

a. Growth Program accounts are normally fully invested in diversified portfolio of domestically traded stocks, primarily large capitalization, selected and weighted pursuant to our Growth Program investment process. We have discretion to raise a 15% defensive reserve but are unlikely to do so. Sector weightings are set relative to those of the Standard and Poor’s 500™ Index (“S&P 500”), the benchmark for this program. The Russell 1000® Growth Index is a secondary benchmark, or supplemental information, to be used to help understand performance during periods of less than a full market cycle.

b. Institutional Large Cap Growth Program (“ILCG”) accounts are fully ...
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NEW CENTURY Portfolio Concentration

NEW CENTURY Location

OAKLAND TOWNE SQUARE, ONE TOWNE SQUARE
SUITE 1690
SOUTHFIELD, Michigan
UNITED STATES, 48076-3728

NEW CENTURY Contact Information

Phone Number: (248) 262-3140
Fax Number: (248) 262-3141
Website:

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