STRATEGIC POINT Overview

Strategic Point Investment Advisors Llc is an investment advisor that manages 566.7 MM dollars in regulatory AUM and has 14 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 229MM in positions, representing 40% of the manager's regulatory AUM.

STRATEGIC POINT StockAlpha

-2%
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

STRATEGIC POINT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 32.88% ETF 4.09% 0% 0 29%
XLK 11.23% ETF 1.09% -0.36% 0 8%
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FEATURED IN
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STRATEGIC POINT Founders and Key Employees

Name Title In Position Since
Richard J. Anzelone Chief Compliance Officer July-2005
Betsey A. Purinton Managing Director And Chief Investment Officer May-2010
Andrea R. Felice Chief Financial Officer March-2009
Derek M. Amey Portfolio Manager July-2010
Richard J. Anzelone Managing Director May-2010
Derek M. Amey Managing Director September-2013

STRATEGIC POINT Brokers, Custodians, Auditors and Administrators

Type Company

STRATEGIC POINT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

SPIA’s Portfolio Management Committee (“PMC”) is led by Betsey Purinton, CFP®, Managing Director and Chief Investment Officer, and also includes Richard Anzelone, JD, Managing Director and Chief Compliance Officer, Derek Amey, Managing Director and Portfolio Manager and Aaron Reynolds, Asset Allocation Specialist. SPIA’s PMC generally meets weekly to discuss existing and prospective investments, with research being conducted between meetings. Investments are evaluated independently, as well as in the context of clients’ existing holdings and sector exposures.

The PMC works together to conduct fundamental analysis on all securities selected for client accounts. This analysis varies depending on the security in question.

For mutual funds and exchange traded funds (“ETFs”) the analysis generally includes a review of:

• The fund’s management team;
• ...
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STRATEGIC POINT Portfolio Concentration

STRATEGIC POINT Location

294 WEST EXCHANGE STREET
PROVIDENCE, Rhode Island
UNITED STATES, 02903-1004

STRATEGIC POINT Contact Information

Phone Number: 401-273-1500
Fax Number: 401-273-8987
Website:

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