PRINCETON PORTFOLIO Overview

Princeton Portfolio Strategies Group Llc is an investment advisor that manages 307.3 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 311MM in positions, representing 101% of the manager's regulatory AUM.

PRINCETON PORTFOLIO StockAlpha

-1.3%
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

PRINCETON PORTFOLIO Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 3.91% Health -4.57% -0.02% 0 34%
AAPL 2.99% Tech -2.29% 0.01% 0 42%
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FEATURED IN
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PRINCETON PORTFOLIO Founders and Key Employees

Name Title In Position Since
Carlton O. Savoye Co-Managing Member August-2011
Robert T. Lincoln Co-Managing Member August-2011
Suzanne T. Hutter Co-Managing Member, Chief Compliance Officer August-2011
William H. Hamill Co-Managing Member May-2012
Alan M. Moucha Co-Managing Member December-2013

PRINCETON PORTFOLIO Brokers, Custodians, Auditors and Administrators

Type Company

PRINCETON PORTFOLIO Investment Strategy

Item 8: Investment Strategies, Methods of Analysis and Risk of Loss

Investment Strategies
The investment solutions offered by PPSG accommodate a broad range of client goals and objectives. The investment strategy employed for a specific client is tailored to the objectives, income needs, and tax situation as stated by the client during consultations. The client may change these objectives at any time.

The primary strategies employed by PPSG in client accounts include:
 a conservative strategy appropriate for clients who seek equity-like returns over the long-term, but are concerned about the equity market's potential for significant downside volatility. This
approach typically favors the stocks of mid-to-large capitalization companies.
 an equity income strategy appropriate for conservatively oriented clients who seek high current income, growth of income and principal, and below market volatility. This approach typically favors well esta...
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PRINCETON PORTFOLIO Portfolio Concentration

PRINCETON PORTFOLIO Location

212 CARNEGIE CENTER
SUITE 206
PRINCETON, New Jersey
UNITED STATES, 08540

PRINCETON PORTFOLIO Contact Information

Phone Number: 609-436-5680
Fax Number: 609-799-0852
Website:

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