NEW ENGLAND Overview

New England Investment & Retirement Group Inc. is an investment advisor that manages 558.6 MM dollars in regulatory AUM and has 13 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 182MM in positions, representing 33% of the manager's regulatory AUM.

NEW ENGLAND StockAlpha

-3.5%
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 ENGLAND Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
QQQ 7.32% ETF -1.55% -0.31% 0 16%
SDOG 5.95% ETF 2.48% -0% 1 0%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

NEW ENGLAND Founders and Key Employees

Name Title In Position Since
Nicholas J. Giacoumakis President And Director July-1997
Laura Giacoumakis Director May-2007
Patrick J. Sheppard Chief Compliance Officer February-2014

NEW ENGLAND Brokers, Custodians, Auditors and Administrators

Type Company

NEW ENGLAND Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies
The Firm’s core expertise is creating and actively managing investment accounts for clients based on their individual goals and objectives. The Firm utilizes both strategic and tactical asset allocation to achieve this. The Firm employs various investment strategies for each client based upon the goals and objectives stated by the client during consultations. The client may change these objectives at any time. Each client completes a client profile and risk assessment that documents their investment goals and objectives and their desired investment strategy.

Strategies may include long-term and short-term trading, short sales, and margin
transactions. To the extent appropriate based on a client’s investment objective and strategy, the Firm may utilize options and option strategies in a client’s portfolio. Some examples include long calls and puts, ...
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NEW ENGLAND Portfolio Concentration

NEW ENGLAND Location

231 SUTTON STREET
SUITES 2A/2B
NORTH ANDOVER, Massachusetts
UNITED STATES, 01845

NEW ENGLAND Contact Information

Phone Number: 978-975-2559
Fax Number: 978-975-2789
Website:

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