BECK MACK & OLIVER LLC Overview
Beck Mack & Oliver Llc is an investment advisor that manages 5.3 BN dollars in regulatory AUM and has 24 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 3BN in positions, representing 66% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 3BN in positions, representing 66% of the manager's regulatory AUM.
BECK MACK & OLIVER LLC StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BECK MACK & OLIVER LLC Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
MSFT | 7.21% | Tech | 15.47% | 0.46% | 0 | 53% | ||
BX | 6.03% | Financials | -1.51% | -0.08% | 1 | 17% | ||
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BECK MACK & OLIVER LLC Founders and Key Employees
Name | Title | In Position Since |
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Robert C. Beck | Senior Member | January-1988 |
Robert J. Campbell | Member | January-1992 |
Walter K. Giles | Member | January-2000 |
Lyman Delano | Member | October-2005 |
Zachary A. Wydra | Member | January-2007 |
David E. Rappa | Member | April-2009 |
Zoe A. Vlachos | Chief Compliance Officer | March-2010 |
John C. Ellis | Member | January-2013 |
BECK MACK & OLIVER LLC Brokers, Custodians, Auditors and Administrators
Type | Company |
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BECK MACK & OLIVER LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
BM&O applies the same investment philosophies and processes to its separately managed accounts, the International and Partners Funds, and BMLP – a long-only, value- based investment discipline where in-depth research is conducted by portfolio managers to assess the soundness of a given company’s fundamentals and the conservativeness of the given company’s management team and approach. Portfolio managers seek-out companies that are financially strong and possess high quality assets and above average appreciation and/or growth potential. The Firm’s portfolio managers look to identify sectors, industries and companies that are out of favor or are experiencing growth but whose growth has not yet been recognized by the market. The Firm aims to purchase portfolio securities at low price levels relative to a company’s earnings and the portfolio managers’ intrinsic valuations. Market capitalizations of the co...
Unlock Full Investment Process Description
BM&O applies the same investment philosophies and processes to its separately managed accounts, the International and Partners Funds, and BMLP – a long-only, value- based investment discipline where in-depth research is conducted by portfolio managers to assess the soundness of a given company’s fundamentals and the conservativeness of the given company’s management team and approach. Portfolio managers seek-out companies that are financially strong and possess high quality assets and above average appreciation and/or growth potential. The Firm’s portfolio managers look to identify sectors, industries and companies that are out of favor or are experiencing growth but whose growth has not yet been recognized by the market. The Firm aims to purchase portfolio securities at low price levels relative to a company’s earnings and the portfolio managers’ intrinsic valuations. Market capitalizations of the co...
Unlock Full Investment Process Description
BECK MACK & OLIVER LLC Portfolio Concentration
BECK MACK & OLIVER LLC Location
360 MADISON AVE
NEW YORK, New York
UNITED STATES, 10017-7111
NEW YORK, New York
UNITED STATES, 10017-7111
BECK MACK & OLIVER LLC Contact Information
Phone Number: 212-661-2640
Fax Number: 212-953-2511
Website: http://www.beckmack.com
Fax Number: 212-953-2511
Website: http://www.beckmack.com
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