NORTHSIDE CAPITAL Overview

Northside Capital Management Llc is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 11 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 259MM in positions, representing 6% of the manager's regulatory AUM.

NORTHSIDE CAPITAL StockAlpha

+1.9%
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

NORTHSIDE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DVY 34.55% ETF 4.12% 0.27% 1 6%
VYM 13.6% ETF 5.09% 0.19% 1 2%
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FEATURED IN
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NORTHSIDE CAPITAL Founders and Key Employees

Name Title In Position Since
Jeffrey C. Slocum Managing Member January-1996
John H. Phillips Chief Compliance Officer May-2004
Donald J. Dewolfe Managing Member September-2005

NORTHSIDE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro

NORTHSIDE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss Continued


Alternative Investment Strategies – Use of Partnerships

Northside has used partnerships in the form of Limited Liability Corporations (LLC's) as pooled vehicles for Northside clients to participate in Alternative Investment Strategies (AIS) pursuant to each client's agreed upon investment strategy. These vehicles have allowed Northside clients to achieve much broader diversification, and the ability to invest in AIS where the minimum investment amount is larger than appropriate for each individual client. Northside clients would "pool" their funds within the partnership and the partnership would then meet the said minimum investment requirement for the AIS. Northside charges no fees for the creation and management of these partnerships to their clients. The only fees Northside clients incur, other than the fees directly charged by partnership’s investment entities, are the pro rata s...
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NORTHSIDE CAPITAL Portfolio Concentration

NORTHSIDE CAPITAL Location

116 3RD STREET, SUITE 313
HOOD RIVER, Oregon
UNITED STATES, 97031

NORTHSIDE CAPITAL Contact Information

Phone Number: 541-387-2080
Fax Number: 503-296-2110
Website:

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