NEW HARBOR FINANCIAL Overview

New Harbor Financial Group Llc is an investment advisor that manages 173 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 71MM in positions, representing 41% of the manager's regulatory AUM.

NEW HARBOR FINANCIAL StockAlpha

-6.7%
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 HARBOR FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GDX 24.61% ETF -21.79% -5.99% 0 9%
SHY 15.83% ETF -0.47% -0.31% 0 4%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

NEW HARBOR FINANCIAL Founders and Key Employees

Name Title In Position Since
John Llodra Managing Member January-2005
Michael R. Preston Managing Member January-2005
Christine M. Drisco Chief Compliance Officer January-2011

NEW HARBOR FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

NEW HARBOR FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:




7

©2012 National Compliance Services 800-800-3204
Technical analysis - involves the analysis of past market data rather than specific company data in determining the recommendations made to clients. Technical analysis may involve the use of charts to identify market patterns and trends which may be based on investor sentiment rather than the fundamentals of the company. The primary risk in using technical analysis is that spotting historical trends may not help to predict such trends in the future. Even if the trend will eventually reoccur, there is no guarantee that the Firm will be able to accurately predict such a reoccurrence.

Cyclical analysis - is similar to technical an...
Unlock Full Investment Process Description

NEW HARBOR FINANCIAL Portfolio Concentration

NEW HARBOR FINANCIAL Location

54 MAIN STREET
SUITE 102
LEOMINSTER, Massachusetts
UNITED STATES, 01453

NEW HARBOR FINANCIAL Contact Information

Phone Number: 978-537-7701
Fax Number: 978-537-7702
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 A