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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 74% of the manager's regulatory AUM.

NORTHEAST INVESTMENT StockAlpha

-2.9%
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

NORTHEAST INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
V 3.5% Tech -6.32% -0.18% 0 26%
AAPL 3.36% Tech -2.99% -0.05% 0 42%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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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...
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NORTHEAST INVESTMENT Portfolio Concentration

NORTHEAST INVESTMENT Location

100 HIGH STREET
SUITE 1000
BOSTON, Massachusetts
UNITED STATES, 02110-2301

NORTHEAST INVESTMENT Contact Information

Phone Number: 617-523-3588
Fax Number: 617-523-5412
Website:

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