NORTH POINT PORTFOLIO Overview
North Point Portfolio Managers Corp is an investment advisor that manages 684.2 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 536MM in positions, representing 78% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 536MM in positions, representing 78% of the manager's regulatory AUM.
NORTH POINT PORTFOLIO StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
NORTH POINT PORTFOLIO Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| COST | 4.63% | Cons. Staples | 14.39% | -0.15% | 0 | 29% | ||
| UNH | 4.54% | Health | 8.46% | -0.33% | 0 | 30% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
NORTH POINT PORTFOLIO Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Diane M. Stack | Chief Compliance Officer, Evp And Treasurer | May-1999 |
| Ronald J. Lang | President And Secretary | May-1999 |
| Daniel J. Dreiling | Executive Vice President | January-2015 |
NORTH POINT PORTFOLIO Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NORTH POINT PORTFOLIO Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment decisions and/or managing client assets:
Quantitative Analysis. We screen all stock and corporate bond names through Credit Suisse HOLT Lens® software, a valuation model based on Cash Flow Return on Investment (CFROI), to gain a perspective on a company's internal operations, GAAP financial statements, and the stock market's valuation of expected economic performance. The CFROI framework corrects for material accounting distortions, calculates economic (cash) performance, and provides a unique advantage in decision-making on historical, current and prospective corporate performance and valuation issues.
A risk in using quantitative analysis is that the models used may be based on assumptions that prove to be incorrect.
Fundamental Analysis. We supplement the quantitative research with fund...
Unlock Full Investment Process Description
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment decisions and/or managing client assets:
Quantitative Analysis. We screen all stock and corporate bond names through Credit Suisse HOLT Lens® software, a valuation model based on Cash Flow Return on Investment (CFROI), to gain a perspective on a company's internal operations, GAAP financial statements, and the stock market's valuation of expected economic performance. The CFROI framework corrects for material accounting distortions, calculates economic (cash) performance, and provides a unique advantage in decision-making on historical, current and prospective corporate performance and valuation issues.
A risk in using quantitative analysis is that the models used may be based on assumptions that prove to be incorrect.
Fundamental Analysis. We supplement the quantitative research with fund...
Unlock Full Investment Process Description
NORTH POINT PORTFOLIO Portfolio Concentration
NORTH POINT PORTFOLIO Location
5910 LANDERBROOK DR
SUITE 160
MAYFIELD HEIGHTS, Ohio
UNITED STATES, 44124-6500
SUITE 160
MAYFIELD HEIGHTS, Ohio
UNITED STATES, 44124-6500
NORTH POINT PORTFOLIO Contact Information
Phone Number: 440-720-1100
Fax Number: 440-720-1101
Website: http://www.nppmcorp.com
Fax Number: 440-720-1101
Website: http://www.nppmcorp.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here