ALBERT D MASON INC Overview

Albert D Mason Inc is an investment advisor that manages 587.6 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/02 to 09/30/16. The fund's latest filing disclosed 296MM in positions, representing 50% of the manager's regulatory AUM.

ALBERT D MASON INC StockAlpha

-1.4%
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

ALBERT D MASON INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
INGR 2.44% Cons. Staples -7.21% -0.09% 0 10%
CL 2.41% Cons. Staples -10.9% -0.17% 0 19%
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ALBERT D MASON INC Founders and Key Employees

Name Title In Position Since
Gregg T. Picillo Senior Vice President & Chief Compliance Officer April-2007
Albert D. Mason President January-1999

ALBERT D MASON INC Brokers, Custodians, Auditors and Administrators

Type Company
Custodian Pro

ALBERT D MASON INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risk of loss that clients should be prepared to bear.
Our general approach is Income with Growth. Overall, the portfolio aims to invest approximately two-thirds of its assets in common stocks and the remainder in fixed income. We mainly invest in the common stocks of U.S. companies but we also invest in foreign stocks. We invest in companies that we feel will grow and prosper for at least five years. We generally hold a stock as long as the company’s prospects remain sound. Most of the companies in the portfolio pay a dividend. Each year we expect the dividend to increase for a significant portion of the stocks in the portfolio. Fixed income items include bonds, preferred stocks, and convertible bonds. Generally, bonds are
held until maturity. We generally do not own bonds that have greater than a ten-year maturity.
This fact coupled with the fact that the amount maturi...
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ALBERT D MASON INC Portfolio Concentration

ALBERT D MASON INC Location

50 CONGRESS ST, STE 843
BOSTON, Massachusetts
UNITED STATES, 02109-4032

ALBERT D MASON INC Contact Information

Phone Number: 617-228-5190
Fax Number: 617-812-2693
Website:

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