NEW GENERATION Overview

New Generation Advisors Llc is a hedge fund that manages 1.4 BN dollars in regulatory AUM and has 13 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 156MM in positions, representing 11% of the manager's regulatory AUM.

NEW GENERATION StockAlpha

-14.3%
Top 25%
3yr StockAlpha Register for more...

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 GENERATION Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FRP 14.41% Telecom 26.75% 3.17% 4 3%
OSG 8.85% Unknown 5.26% 0.18% 3 3%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

NEW GENERATION Founders and Key Employees

Name Title In Position Since
George Putnam President & Chief Executive Officer August-1988
Carl E. Owens Vice President March-2002
Robert M. Henry Minority Owner And Chief Compliance Officer December-2009
Frederick B. Dent Minority Owner And Vice President January-2012
Michael S. Weiner Minority Owner And Vice President January-2012
Christopher Mchugh Minority Owner And Chief Administrative Officer June-2007
Darren L. Beals Minority Owner And Chief Financial Officer August-2013
Mark C. Koontz Minority Owner And Head Trader February-2014
Johan D. Goedkoop Minority Owner And Vice President January-2012

NEW GENERATION Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

NEW GENERATION Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

All of NGA’s client accounts are invested in the same manner. All are invested in well diversified portfolios of distressed securities. The portfolios will hold a mix of long and short positions in distressed securities.

These distressed securities consist of both debt and equity securities. The debt securities are typically in default or judged to be in danger of default – or have been issued to cure a default. They may be bonds, bank debt, trade claims or other forms of debt, but typically most of the debt securities in client accounts are publicly traded bonds. The equity securities may be common stocks, preferred stocks or warrants. The issuers of the equity securities are typically experiencing financial or operating difficulties (or are recovering from such difficulties) or have recently emerged from a bankruptcy proceeding or a similar form of restructuring. Client accounts may also hold smal...
Get the Full Report

NEW GENERATION Portfolio Concentration

NEW GENERATION Location

49 UNION STREET
MANCHESTER, Massachusetts
UNITED STATES, 01944

NEW GENERATION Contact Information

Phone Number: 978-704-6200
Fax Number: 978-704-6210
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B