YHB INVESTMENT Overview
Yhb Investment Advisors Inc. is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 18 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 937MM in positions, representing 86% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 937MM in positions, representing 86% of the manager's regulatory AUM.
YHB INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
YHB INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.66% | Tech | 28.32% | 0.53% | 0 | 45% | ||
| MSFT | 4.54% | Tech | 17.4% | -0.05% | 0 | 53% | ||
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FEATURED IN
YHB INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Paul R. Martel | President | November-1989 |
| Gary B. Youell | Vice President And Chairman | December-2008 |
| Mark W. Everette | Secretary, Chief Executive Officer And Chief Compliance Officer | January-2009 |
YHB INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
YHB INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Your investment strategy and methods of security analysis consist of:
1. Evaluating your individual needs
2. Creating an appropriate diversified portfolio that may include some or all of the
following asset classes or security types:
a. Selected fixed income securities, potentially including U.S. government, corporate or municipal bonds
b. Individual equity securities including common and preferred stock c. No-load equity funds representing selected market sectors
3. Evaluating the relative value of various markets based on economic cycles and
market trends
4. Rebalancing your accounts periodically to meet allocation targets.
We manage fixed income investments with the objectives of creating stable portfolios, dependable cash flows and predictable rates of return with measured levels of risk. In acquiring individual bonds we emphasize quality i...
Unlock Full Investment Process Description
Your investment strategy and methods of security analysis consist of:
1. Evaluating your individual needs
2. Creating an appropriate diversified portfolio that may include some or all of the
following asset classes or security types:
a. Selected fixed income securities, potentially including U.S. government, corporate or municipal bonds
b. Individual equity securities including common and preferred stock c. No-load equity funds representing selected market sectors
3. Evaluating the relative value of various markets based on economic cycles and
market trends
4. Rebalancing your accounts periodically to meet allocation targets.
We manage fixed income investments with the objectives of creating stable portfolios, dependable cash flows and predictable rates of return with measured levels of risk. In acquiring individual bonds we emphasize quality i...
Unlock Full Investment Process Description
YHB INVESTMENT Portfolio Concentration
YHB INVESTMENT Location
29 SOUTH MAIN STREET
SUITE 306
WEST HARTFORD, Connecticut
UNITED STATES, 06107-2417
SUITE 306
WEST HARTFORD, Connecticut
UNITED STATES, 06107-2417
YHB INVESTMENT Contact Information
Phone Number: 860-561-7050
Fax Number: 860-561-7055
Website: http://yhbia.com
Fax Number: 860-561-7055
Website: http://yhbia.com
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