NORTHERN CAPITAL Overview

Northern Capital Management Llc is an investment advisor that manages 387.1 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 222MM in positions, representing 57% of the manager's regulatory AUM.

NORTHERN CAPITAL StockAlpha

-3.4%
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

NORTHERN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCSH 3.16% ETF -0.94% -0.07% 0 3%
WIA 2.54% ETF -0.13% -0.04% 4 3%
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FEATURED IN
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NORTHERN CAPITAL Founders and Key Employees

Name Title In Position Since
Stephen L. Hawk Managing Partner January-2003
Daniel T. Murphy Managing Partner January-2003
Paul A. Perry Chief Compliance Officer January-2003
Ana Maria Murphy Member January-2003

NORTHERN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

NORTHERN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Northern Capital focuses primarily on long-term investing with an approach that relies on fundamental research along with a valuation assessment to determine a stock’s target price. Northern Capital’s investment personnel conduct primary research on potential investment opportunities, which includes participating via conference calls and/or private meetings with company management, supplemented by discussions with industry consultants and research analysts. In addition, Northern Capital utilizes many written and electronic information sources such as company, industry, market and economic information available from certain brokers and other independent research services. Financial and price data obtained from database vendors such as FactSet and Bloomberg, as well as company reports filed with the SEC,
are also utilized in the investment process.

Upon entering into an advisory relationship with Northe...
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NORTHERN CAPITAL Portfolio Concentration

NORTHERN CAPITAL Location

8000 EXCELSIOR DRIVE
SUITE 201
MADISON, Wisconsin
UNITED STATES, 53717-1951

NORTHERN CAPITAL Contact Information

Phone Number: 608-831-8018
Fax Number: 608-831-0200
Website:

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