NEWSQUARE CAPITAL Overview

Newsquare Capital Management Llc is an investment advisor that manages 380.7 MM dollars in regulatory AUM and has 40 employees, of which 30 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 430MM in positions, representing 113% of the manager's regulatory AUM.

NEWSQUARE CAPITAL StockAlpha

-2.7%
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

NEWSQUARE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AGG 10.83% ETF -3.31% -0.44% 0 3%
PDP 6.74% ETF -0.59% -0.2% 5 2%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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NEWSQUARE CAPITAL Founders and Key Employees

Name Title In Position Since
James H. Unger President October-2009
William R. Meck Chief Compliance Officer October-2009
Robert J. Hagenberg Chief Operating Officer October-2009

NEWSQUARE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

NEWSQUARE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ........................................... 6

Item 9 – ...
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NEWSQUARE CAPITAL Portfolio Concentration

NEWSQUARE CAPITAL Location

16 CAMPUS BOULEVARD, SUITE 200
NEWTOWN SQUARE, Pennsylvania
UNITED STATES, 19073-3229

NEWSQUARE CAPITAL Contact Information

Phone Number: 610-325-6100
Fax Number: 610-325-7010
Website:

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