PORTLAND GLOBAL Overview
Portland Global Advisors Llc is an investment advisor that manages 361 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to . The fund's latest filing disclosed 583MM in positions, representing 162% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to . The fund's latest filing disclosed 583MM in positions, representing 162% of the manager's regulatory AUM.
PORTLAND GLOBAL StockAlpha
Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
PORTLAND GLOBAL Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
SPY | 11.71% | ETF | -8.53% | 0% | 0 | 0% | ||
MDY | 7.29% | ETF | -6.68% | 0.2% | 0 | 0% | ||
Get the Full Report |
PORTLAND GLOBAL Founders and Key Employees
Name | Title | In Position Since |
---|
Richard S. Strabley | President | January-1997 |
Derek C. Jaskulski | Cfo | February-1995 |
John B. Sullivan | Ceo | November-1994 |
John B. Sullivan | Chief Compliance Officer | July-2004 |
PORTLAND GLOBAL Brokers, Custodians, Auditors and Administrators
Type | Company |
---|
PORTLAND GLOBAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
PGA stresses the importance of asset allocation in determining an appropriate investment strategy. During initial meetings with a client, PGA attempts to determine the client’s investment goals, investment time horizon, expected future expenses, income and tolerance for investment risk. Based on these criteria, PGA will recommend a customized asset allocation model for the client’s investment portfolio.
Discretionary Management Services. The asset allocation model is utilized by PGA to create an investment portfolio comprised of an optimal mix of fixed income securities, equity securities and cash that compliment a client’s specific investment needs.
8
Equity Securities. PGA analyses broad economic trends to identify business sectors (e.g. utilities, healthcare, financial, and information technology) that may most likely benefit from current or antic...
Get the Full Report
Methods of Analysis
PGA stresses the importance of asset allocation in determining an appropriate investment strategy. During initial meetings with a client, PGA attempts to determine the client’s investment goals, investment time horizon, expected future expenses, income and tolerance for investment risk. Based on these criteria, PGA will recommend a customized asset allocation model for the client’s investment portfolio.
Discretionary Management Services. The asset allocation model is utilized by PGA to create an investment portfolio comprised of an optimal mix of fixed income securities, equity securities and cash that compliment a client’s specific investment needs.
8
Equity Securities. PGA analyses broad economic trends to identify business sectors (e.g. utilities, healthcare, financial, and information technology) that may most likely benefit from current or antic...
Get the Full Report
PORTLAND GLOBAL Portfolio Concentration
PORTLAND GLOBAL Location
217 COMMERCIAL ST
SUITE 400
PORTLAND, Maine
UNITED STATES, 04101
SUITE 400
PORTLAND, Maine
UNITED STATES, 04101
PORTLAND GLOBAL Contact Information
Phone Number: 207-773-2773
Fax Number: 207-773-2602
Website: http://www.portlandglobal.com
Fax Number: 207-773-2602
Website: http://www.portlandglobal.com
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