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 09/30/16. The fund's latest filing disclosed 424MM in positions, representing 80% of the manager's regulatory AUM.

NORTHSTAR INVESTMENT StockAlpha

-0.9%
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

NORTHSTAR INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BND 5.22% ETF -3.5% -0.21% 0 4%
XOM 2.79% Energy 0.61% -0.12% 0 29%
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FEATURED IN
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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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NORTHSTAR INVESTMENT Portfolio Concentration

NORTHSTAR INVESTMENT Location

700 SEVENTEENTH STREET
SUITE 2350
DENVER, Colorado
UNITED STATES, 80202-3521

NORTHSTAR INVESTMENT Contact Information

Phone Number: 303-832-2300
Fax Number: 303-832-0034
Website:

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