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 09/30/16. The fund's latest filing disclosed 226MM in positions, representing 63% of the manager's regulatory AUM.

PORTLAND GLOBAL StockAlpha

-2.9%
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

PORTLAND GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 17.95% ETF 1.51% 0% 0 29%
MDY 12.21% ETF 4.78% 0.4% 0 10%
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FEATURED IN
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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.

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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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PORTLAND GLOBAL Portfolio Concentration

PORTLAND GLOBAL Location

217 COMMERCIAL ST
SUITE 400
PORTLAND, Maine
UNITED STATES, 04101

PORTLAND GLOBAL Contact Information

Phone Number: 207-773-2773
Fax Number: 207-773-2602
Website:

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