NEW ENGLAND RESEARCH & Overview

New England Research & Management Inc. is an investment advisor that manages 167.5 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 119MM in positions, representing 71% of the manager's regulatory AUM.

NEW ENGLAND RESEARCH & StockAlpha

-0.7%
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 RESEARCH & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CHD 4.62% Cons. Staples -8.25% -0.23% 0 10%
JNJ 3.01% Health -5.39% -0.03% 0 34%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

NEW ENGLAND RESEARCH & Founders and Key Employees

Name Title In Position Since
Marguerite M. Collins President And Chief Compliance Officer October-1990

NEW ENGLAND RESEARCH & Brokers, Custodians, Auditors and Administrators

Type Company

NEW ENGLAND RESEARCH & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Form ADV Part 2A, Item 8


Methods of Analysis

New England Research & Management, Inc. uses a variety of methods of analysis, drawing from both fundamental and technical theories. Sources of information include: financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, filings with the SEC, company press releases, seminars, and company presentations.


Investment Strategy/Risk of Loss

Investing in securities always involves a certain degree of risk of loss that clients should be prepared to bear. Clients face the following investment risks:

-Interest-Rate Risk: Fluctuations in interest rates may cause investment prices to fluctuate. For
example, when interest rates rise, yields on existing bonds become less attractive, causing their market values to decline.
...
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NEW ENGLAND RESEARCH & Portfolio Concentration

NEW ENGLAND RESEARCH & Location

53 WEST JACKSON BLVD
603
CHICAGO, Illinois
UNITED STATES, 60604

NEW ENGLAND RESEARCH & Contact Information

Phone Number: 312-212-1704
Fax Number: 312-212-1706
Website:

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