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 09/30/16. The fund's latest filing disclosed 414MM in positions, representing 38% of the manager's regulatory AUM.

YHB INVESTMENT StockAlpha

-1.3%
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

YHB INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.34% Tech -2.99% -0.05% 0 42%
TMO 3.11% Health -11.12% -0.18% 0 13%
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FEATURED IN
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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...
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YHB INVESTMENT Portfolio Concentration

YHB INVESTMENT Location

29 SOUTH MAIN STREET
SUITE 306
WEST HARTFORD, Connecticut
UNITED STATES, 06107-2417

YHB INVESTMENT Contact Information

Phone Number: 860-561-7050
Fax Number: 860-561-7055
Website:

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