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 06/30/21. The fund's latest filing disclosed 516MM in positions, representing 143% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 06/30/21. The fund's latest filing disclosed 516MM in positions, representing 143% of the manager's regulatory AUM.
PORTLAND GLOBAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PORTLAND GLOBAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 13.35% | ETF | 6.19% | 0% | 0 | 0% | ||
| MDY | 8.42% | ETF | 4.04% | -0.23% | 0 | 0% | ||
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FEATURED IN
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...
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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...
Unlock Full Investment Process Description
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
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