EXCALIBUR MANAGEMENT Overview

Excalibur Management Corp is an investment advisor that manages 355.5 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 105MM in positions, representing 30% of the manager's regulatory AUM.

EXCALIBUR MANAGEMENT StockAlpha

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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

EXCALIBUR MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CSL 8.39% Industrials 11.66% 0.21% 0 9%
T 7.07% Telecom 0.82% -0.14% 0 29%
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FEATURED IN
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EXCALIBUR MANAGEMENT Founders and Key Employees

Name Title In Position Since
Michael A. Delduchetto Chairman Emeritus April-2015
Wayne D. Wetzel Managing Director & Chief Compliance Officer February-2008
Thomas S. Drumm Managing Director February-2008
Michael W. Delduchetto President, Managing Director And Director April-2015
Marc H. Ohler Treasurer, Clerk, Managing Director And Director April-2015

EXCALIBUR MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

EXCALIBUR MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Form ADV Part 2A, Item 8

Excalibur Management Corporation primarily uses fundamental and technical methods of security analysis.
This investment approach will include a continuing analysis of the monetary and economic environment and will proceed to the identification of those well-managed companies that stand to benefit from the changing environment. Essentially, the firm's activities will be guided by fundamental analysis; however, technical analysis is regarded as a valid investment tool and may be employed at the discretion of the investment manager.

Management will strive to seek out the best sources of information from the brokerage and investment banking community. The internet now provides both economic data and company specific information to all investors. We receive financial information directly from selected corporations, research and brokerage firms, Federal Reserve Bank Distri...
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EXCALIBUR MANAGEMENT Portfolio Concentration

EXCALIBUR MANAGEMENT Location

THREE NEWTON EXECUTIVE PARK
2223 WASHINGTON STREET, SUITE 202
NEWTON, Massachusetts
UNITED STATES, 02462-1433

EXCALIBUR MANAGEMENT Contact Information

Phone Number: 617-916-9669
Fax Number: 617-916-9554
Website:

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