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 12/31/20. The fund's latest filing disclosed 158MM in positions, representing 44% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/08 to 12/31/20. The fund's latest filing disclosed 158MM in positions, representing 44% of the manager's regulatory AUM.
CT MASON StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CT MASON Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.61% | Tech | -3.55% | -0.34% | 0 | 52% | ||
| GBT | 3.6% | Health | 2.7% | 0.07% | 0 | 5% | ||
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FEATURED IN
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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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
50 CONGRESS ST.
SUITE 945
BOSTON, Massachusetts
UNITED STATES, 02109-4032
SUITE 945
BOSTON, Massachusetts
UNITED STATES, 02109-4032
CT MASON Contact Information
Phone Number: 857-317-6642
Fax Number: 617-812-2693
Website: https://www.ct-mason.com
Fax Number: 617-812-2693
Website: https://www.ct-mason.com
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