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 09/30/20. The fund's latest filing disclosed 44MM in positions, representing 3% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 09/30/20. The fund's latest filing disclosed 44MM in positions, representing 3% of the manager's regulatory AUM.
NEW GENERATION StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NEW GENERATION Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
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...
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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...
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NEW GENERATION Portfolio Concentration
NEW GENERATION Location
49 UNION STREET
MANCHESTER, Massachusetts
UNITED STATES, 01944
MANCHESTER, Massachusetts
UNITED STATES, 01944
NEW GENERATION Contact Information
Phone Number: 978-704-6200
Fax Number: 978-704-6210
Website: https://www.newgenerationadvisors.com
Fax Number: 978-704-6210
Website: https://www.newgenerationadvisors.com
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