NORTHSTAR INVESTMENT Overview
Northstar Investment Advisors Llc is an investment advisor that manages 528.8 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 686MM in positions, representing 130% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 686MM in positions, representing 130% of the manager's regulatory AUM.
NORTHSTAR INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NORTHSTAR INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.07% | Tech | 21.8% | 0.27% | 0 | 0% | ||
| QQQ | 4.66% | ETF | 15.24% | 0.18% | 0 | 0% | ||
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FEATURED IN
NORTHSTAR INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert R. Vanwetter | Principal And Chief Compliance Officer | July-1995 |
| Frederick B. Taylor | Principal | July-1995 |
| Charles J. Farrell | Principal | January-2010 |
NORTHSTAR INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NORTHSTAR INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our firm primarily employs quantitative fundamental analysis to formulate client recommend- ations. With respect to stocks, quantitative fundamental analysis focuses on company characteristics such as dividend yield, dividend growth, earnings growth, dividend payout ratio (dividend per share divided by earnings per share), price-to-earnings ratio and credit quality. Fundamental analysis focuses on those attributes which we believe make a company an attractive investment for our clients.
With respect to bonds (fixed income), fundamental analysis focuses on characteristics such as the credit quality of the issuer, the probability that the investor will receive both income and return of principal, liquidity of the holdings and the prevailing interest rate and inflation environment.
Risks for All Forms of Analysis
Our securities analysis method relies on the assumption that the companies whose s...
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Our firm primarily employs quantitative fundamental analysis to formulate client recommend- ations. With respect to stocks, quantitative fundamental analysis focuses on company characteristics such as dividend yield, dividend growth, earnings growth, dividend payout ratio (dividend per share divided by earnings per share), price-to-earnings ratio and credit quality. Fundamental analysis focuses on those attributes which we believe make a company an attractive investment for our clients.
With respect to bonds (fixed income), fundamental analysis focuses on characteristics such as the credit quality of the issuer, the probability that the investor will receive both income and return of principal, liquidity of the holdings and the prevailing interest rate and inflation environment.
Risks for All Forms of Analysis
Our securities analysis method relies on the assumption that the companies whose s...
Unlock Full Investment Process Description
NORTHSTAR INVESTMENT Portfolio Concentration
NORTHSTAR INVESTMENT Location
700 SEVENTEENTH STREET
SUITE 2350
DENVER, Colorado
UNITED STATES, 80202-3521
SUITE 2350
DENVER, Colorado
UNITED STATES, 80202-3521
NORTHSTAR INVESTMENT Contact Information
Phone Number: 303-832-2300
Fax Number: 303-832-0034
Website: http://www.northstarinvest.com
Fax Number: 303-832-0034
Website: http://www.northstarinvest.com
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