NORTHROAD CAPITAL Overview

Northroad Capital Management is a hedge fund that manages 406.7 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/02 to 09/30/16. The fund's latest filing disclosed 44MM in positions, representing 11% of the manager's regulatory AUM.

NORTHROAD CAPITAL StockAlpha

-9.3%
Top 25%
3yr StockAlpha Register for more...

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

NORTHROAD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TEL 5.61% Tech 10.51% 0.49% 0 11%
ST 5.22% Industrials 3.2% -0.41% 0 9%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

NORTHROAD CAPITAL Founders and Key Employees

Name Title In Position Since
Courtney L. Dean Member July-2002
James A. Shore Member, Principal & Analyst July-2002
Raymond T. Vars Member, Principal & Analyst July-2002
Charles D. Saunders Member, Principal & Analyst July-2005
Katherine L. Frank Executive Director Of Parent Company January-2011
Jay R. Sekelsky Executive Director Of Parent Company January-2011
Paul A. Lefurgey Executive Director Of Parent Company July-2013
Steven A. Carl Executive Director Of Parent Company January-2014
Lisa R. Lange Chief Compliance Officer And Chief Legal Officer March-2015
Wayne R. Mason Cco November-2011
William S. Schoyer Executive Director Of Parent Company July-2013

NORTHROAD CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

NORTHROAD CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Investment Strategies
NorthRoad primarily uses a long-term, equity investment management strategy in servicing client accounts. Account supervision is guided by the stated objectives of the client (i.e., maximum capital appreciation, growth, income, or growth and income) and the client’s selected investment mandate.

In general, NorthRoad’s investment methodology is applied to construct two model portfolios, as follows: (1) International Equity (a portfolio of non-U.S. large capitalization companies), and (2) Global Equity (a portfolio of domestic and non-U.S. large capitalization companies). Each portfolio typically contains 25 to
50 holdings (25 – 40 for ADR only) and turnover is generally less than 30% per year. A variation on the
basic model excludes investments in emerging market countries.

Trading is usually initiated to align positions in accordance with the aforementioned...
Unlock Full Investment Process Description

NORTHROAD CAPITAL Portfolio Concentration

NORTHROAD CAPITAL Location

295 MADISON AVENUE
27TH FLOOR
NEW YORK, New York
UNITED STATES, 10017

NORTHROAD CAPITAL Contact Information

Phone Number: 212-302-9500
Fax Number: 212-302-0098
Website:

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
Path A