NEWMAN DIGNAN & Overview

Newman Dignan & Sheerar Inc. is an investment advisor that manages 368.3 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 159MM in positions, representing 43% of the manager's regulatory AUM.

NEWMAN DIGNAN & StockAlpha

-2.6%
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

NEWMAN DIGNAN & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHD 4.19% ETF 4.07% -0.01% 0 3%
SCHG 3.91% ETF 2.33% -0.1% 0 2%
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NEWMAN DIGNAN & Founders and Key Employees

Name Title In Position Since
William Newman President, Principal And Chief Compliance Officer March-1992
John P. Sheerar Vice President And Principal March-1997

NEWMAN DIGNAN & Brokers, Custodians, Auditors and Administrators

Type Company

NEWMAN DIGNAN & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
 Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Trading (securities sold within thirty (30) days)
 Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole) Unlock Full Investment Process Description

NEWMAN DIGNAN & Portfolio Concentration

NEWMAN DIGNAN & Location

56 EXCHANGE TERRACE
SUITE 200
PROVIDENCE, Rhode Island
UNITED STATES, 02903

NEWMAN DIGNAN & Contact Information

Phone Number: 401-351-4010
Fax Number: 401-351-4011
Website:

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