EAST COAST ASSET Overview

East Coast Asset Management Llc. is an investment advisor that manages 417 MM dollars in regulatory AUM and has 14 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 193MM in positions, representing 46% of the manager's regulatory AUM.

EAST COAST ASSET StockAlpha

-2.6%
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

EAST COAST ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 5.22% Financials 14.11% -0.3% 0 28%
MA 4.57% Tech 2.79% 0.05% 0 25%
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FEATURED IN
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EAST COAST ASSET Founders and Key Employees

Name Title In Position Since
Christopher M. Begg Managing Member July-2011
Benjamin S. Favazza Managing Member July-2011
Robert B. Murphy Member July-2011
Michael C. Kozak Member/Chief Compliance Officer July-2011
Gary D. Pomerantz Member July-2011
John C. Slupski Member June-2012
David W. Lemons Member May-2014

EAST COAST ASSET Brokers, Custodians, Auditors and Administrators

Type Company

EAST COAST ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Method of Analysis

We utilize fundamental analysis in determining which individual securities to purchase for clients and the general timing of purchasing or selling those securities. We attempt to gain a thorough understanding of each client’s risk tolerance and time horizon to help each client create a mutually agreed upon asset allocation. We then work with the client to implement and monitor the overall allocation and manage any accounts that a client directs should come under our discretionary control.

We generally employ fundamental research and create assumptions about both the current and future value of investments that we may purchase for clients. This research is based on current and predicted macro and micro economic factors, company specific factors including with respect to equity investments a company’s financial condition, management, product cycles, and current value in add...
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EAST COAST ASSET Portfolio Concentration

EAST COAST ASSET Location

16 MARTIN STREET
ESSEX, Massachusetts
UNITED STATES, 01929

EAST COAST ASSET Contact Information

Phone Number: 978-801-0860
Fax Number: 978-801-3111
Website:

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