AUREUS ASSET Overview

Aureus Asset Management Llc is a hedge fund that manages 1.3 BN dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 500MM in positions, representing 37% of the manager's regulatory AUM.

AUREUS ASSET StockAlpha

-0.9%
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

AUREUS ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
STZ 3.39% Cons. Staples -12.08% -0.23% 0 17%
TMO 3.31% Health -10.78% -0.19% 0 13%
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AUREUS ASSET Founders and Key Employees

Name Title In Position Since
David W. Scudder Member July-2005
Karen M. Firestone Member President And Ceo July-2005
George N. Jeppson Member July-2005
Thaddeus H. Davis Member July-2005
Michael W. Kellogg Member & Chief Compliance Officer January-2014
Stefan B. Karlsson Member January-2014
Stacey J. Atkinson Member July-2005

AUREUS ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

AUREUS ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

8.A Our internal equity investment approach is a deliberate departure from much of the mainstream Wall Street convention. All security selection at Aureus is the result of our own primary research. We generate ideas through multiple avenues - our extensive experience and knowledge of companies, proprietary screens of quantitative and qualitative characteristics, and discussions with industry participants. Our fundamental research process involves interviews and meetings with management, conversations with academics and thought leaders in many fields, and modeling of each company over the next several years. We believe in a concentrated portfolio of 30-40 names, across a variety of industry sectors, countries, and market capitalization. These elements combine to build a "best ideas" separately-managed portfolio for each of our clients.

When we initiate a position in a stock or fund, we have an estimat...
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AUREUS ASSET Portfolio Concentration

AUREUS ASSET Location

ONE WINTHROP SQUARE
BOSTON, Massachusetts
UNITED STATES, 02110

AUREUS ASSET Contact Information

Phone Number: 617.728.8900
Fax Number: 617.728.8901
Website:

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