STONEHEARTH CAPITAL Overview

Stonehearth Capital Management Llc is an investment advisor that manages 205 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 128MM in positions, representing 63% of the manager's regulatory AUM.

STONEHEARTH CAPITAL StockAlpha

-5%
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

STONEHEARTH CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
USMV 14.11% ETF -2.66% -0.56% 0 5%
QUAL 11.4% ETF 0.56% -0.11% 0 1%
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FEATURED IN
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STONEHEARTH CAPITAL Founders and Key Employees

Name Title In Position Since
Richard E. Prout Principal December-1995
Richard E. Prout Managing Member April-2004
Jamie A. Upson Chief Compliance Officer, Manager January-2009
Christopher J. Gauthier Chief Investment Officer May-2012
Willam B. Merrithew Chief Financial Officer July-2005

STONEHEARTH CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

STONEHEARTH CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategy

We employ four major investment strategies when managing client portfolios:

1. Diversification
2. Portfolio Rebalancing
3. Product Selection
4. Active Risk Management

Diversification
There are two primary ways that we diversify client portfolios:

First, we diversify client portfolios among these four major asset categories:
 Bonds





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Stonehearth Capital Management




 Domestic Stocks
 International Stocks
 Alternative Investments

We vary the exposure to these major asset categories depending upon the desired risk level.

Second, we diversify client portfolios among different types of strategies, for example trend following:

Our trend following strategy involve...
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STONEHEARTH CAPITAL Portfolio Concentration

STONEHEARTH CAPITAL Location

199 ROSEWOOD DRIVE
SUITE 200
DANVERS, Massachusetts
UNITED STATES, 01923

STONEHEARTH CAPITAL Contact Information

Phone Number: 978-624-3000
Fax Number: 978-624-3007
Website:

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