CABOT WEALTH Overview

Cabot Wealth Management Inc is an investment advisor that manages 552.8 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 389MM in positions, representing 70% of the manager's regulatory AUM.

CABOT WEALTH StockAlpha

-5.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

CABOT WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HDB 3.47% Financials -10.22% -1.01% 0 5%
FRC 2.88% Financials 17.75% -0.17% 0 8%
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CABOT WEALTH Founders and Key Employees

Name Title In Position Since
Robert T. Lutts President & Chief Investment Officer,Owner September-1983
Sonia L. Ernst Principal & Manager Of Operations And Trading January-2006
James M. Gasparello Principal & Senior Financial Counselor January-2006
Gregory A. Stevens Principal, Cco August-2010

CABOT WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

CABOT WEALTH Investment Strategy

CABOT WEALTH Portfolio Concentration

CABOT WEALTH Location

216 ESSEX STREET
SALEM, Massachusetts
UNITED STATES, 01970

CABOT WEALTH Contact Information

Phone Number: 978-745-9233
Fax Number: 978-744-3109
Website:

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