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 09/30/16. The fund's latest filing disclosed 138MM in positions, representing 49% of the manager's regulatory AUM.

NEWFOCUS FINANCIAL StockAlpha

+0.9%
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

NEWFOCUS FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DON 7.02% ETF 6.76% 0.16% 1 0%
VLUE 6.95% ETF 9.85% 0.36% 0 1%
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FEATURED IN
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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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NEWFOCUS FINANCIAL Portfolio Concentration

NEWFOCUS FINANCIAL Location

410 WEST 12TH STREET
VANCOUVER, Washington
UNITED STATES, 98660

NEWFOCUS FINANCIAL Contact Information

Phone Number: (888) 762-2423
Fax Number: (360) 326-7324
Website:

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