ROCK POINT ADVISORS Overview

Rock Point Advisors Llc is an investment advisor that manages 305 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 191MM in positions, representing 63% of the manager's regulatory AUM.

ROCK POINT ADVISORS StockAlpha

-4.1%
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

ROCK POINT ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 6% Tech -2.99% -0.09% 0 42%
C 5.22% Financials 21.68% -0.14% 0 24%
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FEATURED IN
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ROCK POINT ADVISORS Founders and Key Employees

Name Title In Position Since
Michael L. Huffman President March-2004
Todd A. Wulfson Vice President May-2004
Brian R. Culver Chief Compliance Officer October-2014

ROCK POINT ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

ROCK POINT ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Risk of Loss

We consider ourselves to be value investors. We believe that investing in a business at a favorable price leads to higher returns at lower levels of risk over periods of time measured in years. Rock Point’s methods of analysis include fundamental analysis and the use of thematic and/or “Socially Responsible” screens.


1. Fundamental analysis of a security entails attempting to measure its intrinsic value by examining company-specific factors, such as its financial condition, management, and competitive advantages, as well as macroeconomic factors, such as overall economy and industry conditions. The strategy seeks to purchase stocks that are trading below our estimation of intrinsic value.


2. Among the sources of investment ideas, we pay close attention to industries associated with basic human needs, such as those related to access...
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ROCK POINT ADVISORS Portfolio Concentration

ROCK POINT ADVISORS Location

77 COLLEGE STREET, 4TH FLOOR
BURLINGTON, Vermont
UNITED STATES, 05401-4014

ROCK POINT ADVISORS Contact Information

Phone Number: 802-864-2266
Fax Number: 802-864-1116
Website:

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