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 06/30/21. The fund's latest filing disclosed 293MM in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 06/30/21. The fund's latest filing disclosed 293MM in positions, representing 96% of the manager's regulatory AUM.
ROCK POINT ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ROCK POINT ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| KW | 6.19% | Financials | -17.13% | -0.9% | 1 | 0% | ||
| C | 4.73% | Financials | -8.5% | -0.25% | 0 | 22% | ||
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FEATURED IN
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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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
BURLINGTON, Vermont
UNITED STATES, 05401-4014
ROCK POINT ADVISORS Contact Information
Phone Number: 802-864-2266
Fax Number: 802-864-1116
Website: http://www.rockpointadvisors.com
Fax Number: 802-864-1116
Website: http://www.rockpointadvisors.com
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