NORTHEAST INVESTMENT Overview
Northeast Investment Management is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 22 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 2BN in positions, representing 122% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 2BN in positions, representing 122% of the manager's regulatory AUM.
NORTHEAST INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NORTHEAST INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.38% | Tech | -9.33% | -0.48% | 0 | 52% | ||
| AMZN | 6.1% | Cons. Disc. | -8.58% | -0.36% | 0 | 52% | ||
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FEATURED IN
NORTHEAST INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William A. Oates | President & Director | January-2000 |
| Thomas B. Moore | Director | July-2003 |
| Richard G. Manoogian | Chief Compliance Officer & Director | August-2012 |
| John F. Francini | Director | August-2012 |
| Nancy M. Mulligan | Director | August-2012 |
| Justin E. Oates | Director | August-2012 |
NORTHEAST INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NORTHEAST INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
NIM develops investment strategies aimed at meeting client-specific objectives and constraints. NIM’s strategies are developed through its investment committee and implemented through its portfolio managers.
Investment ideas are generated internally. These ideas are the result of internal research and information gleaned from company presentations, industry conferences, street analyst meetings, and independent third party research. Ideas are presented at investment meetings. Individual portfolio managers make the final investment decision with particular attention to client needs, objectives and risk tolerances.
NIM does not engage in Principal, Agency Cross or Internal Cross transactions. A Principal transaction occurs when the advisor buys securities for its own inventory from a client or sells securities from its own inventory to a client. An Agency Cross transaction oc...
Unlock Full Investment Process Description
NIM develops investment strategies aimed at meeting client-specific objectives and constraints. NIM’s strategies are developed through its investment committee and implemented through its portfolio managers.
Investment ideas are generated internally. These ideas are the result of internal research and information gleaned from company presentations, industry conferences, street analyst meetings, and independent third party research. Ideas are presented at investment meetings. Individual portfolio managers make the final investment decision with particular attention to client needs, objectives and risk tolerances.
NIM does not engage in Principal, Agency Cross or Internal Cross transactions. A Principal transaction occurs when the advisor buys securities for its own inventory from a client or sells securities from its own inventory to a client. An Agency Cross transaction oc...
Unlock Full Investment Process Description
NORTHEAST INVESTMENT Portfolio Concentration
NORTHEAST INVESTMENT Location
100 HIGH STREET
SUITE 1000
BOSTON, Massachusetts
UNITED STATES, 02110-2301
SUITE 1000
BOSTON, Massachusetts
UNITED STATES, 02110-2301
NORTHEAST INVESTMENT Contact Information
Phone Number: 617-523-3588
Fax Number: 617-523-5412
Website: http://www.northeastinvest.com
Fax Number: 617-523-5412
Website: http://www.northeastinvest.com
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