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 09/30/21. The fund's latest filing disclosed 144MM in positions, representing 24% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/02 to 09/30/21. The fund's latest filing disclosed 144MM in positions, representing 24% of the manager's regulatory AUM.
ALBERT D MASON INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ALBERT D MASON INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GTBIF | 1.94% | Health | -2.38% | -0.15% | 0 | 0% | ||
| MTD | 1.85% | Health | 11.34% | 0.11% | 0 | 11% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
ALBERT D MASON INC Portfolio Concentration
ALBERT D MASON INC Location
50 CONGRESS ST, STE 843
BOSTON, Massachusetts
UNITED STATES, 02109-4032
BOSTON, Massachusetts
UNITED STATES, 02109-4032
ALBERT D MASON INC Contact Information
Phone Number: 617-228-5190
Fax Number: 617-812-2693
Website: http://www.mason-capital.com
Fax Number: 617-812-2693
Website: http://www.mason-capital.com
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