NEWGATE CAPITAL Overview

Newgate Capital Management Llc is an investment advisor that manages 180 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 121MM in positions, representing 67% of the manager's regulatory AUM.

NEWGATE CAPITAL StockAlpha

-4.7%
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

NEWGATE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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NEWGATE CAPITAL Founders and Key Employees

Name Title In Position Since
Sonia G. Rosenbaum Managing Director, Chief Compliance Officer April-1982
Avy E. Hirshman Managing Director January-1998

NEWGATE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

NEWGATE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
The foundation of Newgate’s philosophy is top-down, value oriented investing. Newgate manages client assets using four primary strategies:

Emerging Markets Equity

Investment Strategy and Method of Analysis. This strategy seeks long-term growth of capital generally through investments in companies operating in emerging markets. Newgate’s investment process begins with a top-down, global economic assessment to identify undervalued countries and sectors. Newgate uses fundamental economic analysis and investment experience to evaluate the impact of current geopolitical and macroeconomic factors on companies worldwide. Newgate uses a bottom-up quantitative and fundamental analytic approach for security selection. Maximum equity exposure is 100%.

This strategy invests a substantial portion of its net assets in companies operating in emerging markets or in companies that generate a majority of thei...
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NEWGATE CAPITAL Portfolio Concentration

NEWGATE CAPITAL Location

ONE SOUND SHORE DRIVE
GREENWICH, Connecticut
UNITED STATES, 06830-7251

NEWGATE CAPITAL Contact Information

Phone Number: 203-661-0700
Fax Number: 203-661-4005
Website:

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