PRIVATE HARBOUR Overview

Private Harbour Investment Management & Counsel Llc is an investment advisor that manages 266.8 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/10 to 09/30/16. The fund's latest filing disclosed 117MM in positions, representing 44% of the manager's regulatory AUM.

PRIVATE HARBOUR StockAlpha

-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

PRIVATE HARBOUR Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCSH 7.13% ETF -1.24% -0.13% 0 3%
MDT 3.48% Health -16.66% -0.41% 0 20%
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FEATURED IN
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PRIVATE HARBOUR Founders and Key Employees

Name Title In Position Since
James A. Blue Managing Member - Ceo - Cco March-2015
Mary Anne Vilyus Compliance Associate March-2015
Geofrey J. Greenleaf Member - Chairman March-2015

PRIVATE HARBOUR Brokers, Custodians, Auditors and Administrators

Type Company

PRIVATE HARBOUR Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ................................ 8

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PRIVATE HARBOUR Portfolio Concentration

PRIVATE HARBOUR Location

29525 CHAGRIN BOULEVARD, STE. 110
PEPPER PIKE, Ohio
UNITED STATES, 44122-4601

PRIVATE HARBOUR Contact Information

Phone Number: 216-292-5700
Fax Number: 216-292-5719
Website:

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