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 09/30/20. The fund's latest filing disclosed 289MM in positions, representing 69% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/20. The fund's latest filing disclosed 289MM in positions, representing 69% of the manager's regulatory AUM.
EAST COAST ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EAST COAST ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CHTR | 12.73% | Cons. Disc. | 0.73% | -1.29% | 0 | 14% | ||
| GOOG | 11.48% | Tech | 18.14% | 1.11% | 0 | 29% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
EAST COAST ASSET Portfolio Concentration
EAST COAST ASSET Location
16 MARTIN STREET
ESSEX, Massachusetts
UNITED STATES, 01929
ESSEX, Massachusetts
UNITED STATES, 01929
EAST COAST ASSET Contact Information
Phone Number: 978-801-0860
Fax Number: 978-801-3111
Website: http://www.eastcoastasset.com
Fax Number: 978-801-3111
Website: http://www.eastcoastasset.com
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