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 09/30/16. The fund's latest filing disclosed 525MM in positions, representing 77% of the manager's regulatory AUM.

NORTH POINT PORTFOLIO StockAlpha

-0.2%
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

NORTH POINT PORTFOLIO Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
APH 3.73% Tech 3.73% 0.22% 0 6%
INGR 3.69% Cons. Staples -10.9% -0.22% 0 10%
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FEATURED IN
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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...
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NORTH POINT PORTFOLIO Portfolio Concentration

NORTH POINT PORTFOLIO Location

5910 LANDERBROOK DR
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:

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