NEWFOCUS FINANCIAL Overview
Newfocus Financial Group Llc is an investment advisor that manages 283.5 MM dollars in regulatory AUM and has 11 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 228MM in positions, representing 80% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 228MM in positions, representing 80% of the manager's regulatory AUM.
NEWFOCUS FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NEWFOCUS FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.49% | Tech | 17.62% | 0.72% | 0 | 41% | ||
| VBR | 6.52% | ETF | 3.66% | -0.02% | 0 | 4% | ||
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FEATURED IN
NEWFOCUS FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert F. Black | Member | October-2009 |
| Chad M. Burton | Member/Chief Compliance Officer | October-2010 |
NEWFOCUS FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NEWFOCUS FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
NewFocus uses a combination of qualitative and quantitative analysis in selecting securities for its portfolios, focusing on overall market valuations, earnings growth, profit margins, and dividend yields. The firm takes a macro-economic view to establish a basic theme as to types of investments. From there, the firm looks to the current business cycle to add tactical weighting across equities and fixed income (where appropriate). NewFocus then researches mutual funds and ETFs to incorporate by reviewing third party research and reports issued by investment managers. The firm then determines how these securities fit into an overall portfolio by looking at sector weighting, asset class weighting, and like
securities held in other investments to determine the unsystematic risks involved with the investment.
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Methods of Analysis
NewFocus uses a combination of qualitative and quantitative analysis in selecting securities for its portfolios, focusing on overall market valuations, earnings growth, profit margins, and dividend yields. The firm takes a macro-economic view to establish a basic theme as to types of investments. From there, the firm looks to the current business cycle to add tactical weighting across equities and fixed income (where appropriate). NewFocus then researches mutual funds and ETFs to incorporate by reviewing third party research and reports issued by investment managers. The firm then determines how these securities fit into an overall portfolio by looking at sector weighting, asset class weighting, and like
securities held in other investments to determine the unsystematic risks involved with the investment.
Page 8 ...
Unlock Full Investment Process Description
NEWFOCUS FINANCIAL Portfolio Concentration
NEWFOCUS FINANCIAL Location
410 WEST 12TH STREET
VANCOUVER, Washington
UNITED STATES, 98660
VANCOUVER, Washington
UNITED STATES, 98660
NEWFOCUS FINANCIAL Contact Information
Phone Number: (888) 762-2423
Fax Number: (360) 326-7324
Website: http://newfocusfinancial.com
Fax Number: (360) 326-7324
Website: http://newfocusfinancial.com
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