Northern Cross, LLC

Northern Cross, LLC
Last update 2019-02-07 13 Stocks (4 new)
Value $275.00 Mil Turnover 12 %
Top Holdings:
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Northern Cross, LLC Profile

Northern Cross, LLC is an investment management firm based out of Boston, Massachusetts. The company was originally established in 2003 by a group of founding partners which includes Jean-Francois Ducrest, James LaTorre, Jr., and Howard Christopher Appleby, all three of whom are still with the company today acting as portfolio managers and principals. Northern Cross conducts its research internally and externally, utilizing a fundamental methodology to make its investment decisions. The company invests in the value stocks of large cap companies, allocating its assets in the public equity markets on a global scale. Northern Cross invests most heavily in the consumer discretionary sector, which alone makes up approximately half of its total asset allocations, and also invests in the information technology, energy, and finance sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company, on average, holds its allocations for 5 quarters. Northern Cross’s top holding is Las Vegas Sands Corp., which alone makes up almost a third of the firm’s total asset allocations, and the firm also invests in Alibaba Group Holding Limited, Wynn Resorts Ltd., Schlumberger Ltd., and BanColombia Ads, in order of decreasing allocations. Northern Cross currently operates with 9 total employees of which two thirds are investment professionals. The company oversees over $45.3 billion in total assets under management spread across 20 accounts, all of which are discretionary accounts. Both of the company’s total number of accounts and total assets under management have been increasing in recent years with Northern Cross’s total assets under management increasing significantly despite some volatility, growing from $14.9 billion back in 2010 to over three times that amount today. The company mainly caters to pension and profit sharing plans and investment companies, each of which makes up over a third of its client base. Northern Cross currently offers its International Large Capitalization Equity strategy and acts as the subadvisor for the Harbor International Fund.
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