CT MASON Overview

Ct Mason is an investment advisor that manages 363 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/08 to 06/30/16. The fund's latest filing disclosed 238MM in positions, representing 66% of the manager's regulatory AUM.

CT MASON StockAlpha

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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CT MASON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EPD 3.08% Energy -7.3% -0.33% 0 13%
SPH 2.72% Utilities 3.39% 0.21% 1 2%
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CT MASON Founders and Key Employees

Name Title In Position Since
Catherine V. Faddis President February-2006
Dennis C. Butler Chief Compliance Officer May-2015

CT MASON Brokers, Custodians, Auditors and Administrators

Type Company

CT MASON 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.
We manage all equity accounts and balanced accounts. Balanced Strategy:
Our general approach is Income with Growth. The strategy employs an income with growth
investment style producing current income and capital appreciation. The fixed income securities include preferred stocks, corporate bonds, US Treasuries, and cash. The equity portion of the account is to be invested primarily in large capitalization dividend-paying stocks, but may own diversified growth stocks, value stocks, and international stocks of all market capitalizations. 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...
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CT MASON Portfolio Concentration

CT MASON Location

BOSTON, Massachusetts
UNITED STATES, 02109-4032

CT MASON Contact Information

Phone Number: 857-317-6642
Fax Number: 617-812-2693



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