FOSTER DYKEMA CABOT & Overview

Foster Dykema Cabot & Company Inc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 15 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 458MM in positions, representing 41% of the manager's regulatory AUM.

FOSTER DYKEMA CABOT & 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

FOSTER DYKEMA CABOT & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 15.28% ETF 4.72% 0% 0 29%
PG 8.56% Cons. Staples -5.27% -0.27% 0 24%
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FOSTER DYKEMA CABOT & Founders and Key Employees

Name Title In Position Since
Roy B. Lowery Vice President July-2013
Andrew R. Knowland Chief Compliance Officer November-2002
Elizabeth A. Braudis President December-2002
Geoffrey C. Kuli Vice President September-2008
Douglas B. Phillips Vice President June-2013
Brooke L. Manfredi Vice President January-2014
Donnalee Guerin Chief Operating Officer July-2013

FOSTER DYKEMA CABOT & Brokers, Custodians, Auditors and Administrators

Type Company
Custodian Pro
Custodian Pro

FOSTER DYKEMA CABOT & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

FDC employs fundamental financial analysis to select the publicly traded investments we make for client portfolios. We think of ourselves as value-oriented investors. We look for investments that we believe are improperly priced by the markets and which may generate sufficient returns to compensate our clients for the risk of potential loss entailed with any investment as a result of investment-specific issues or broader market conditions. However, investing is inherently risky. Clients should be aware that there is the potential to lose some or all of their investments and clients should be prepared to
bear such loss. Material risks include market risk and security-specific risk. Market risk involves conditions and events that affect all investments and cause broad market losses. Security-specific risk involves conditions and events that affect a specific investment, causing losses in that investment. In a...
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FOSTER DYKEMA CABOT & Portfolio Concentration

FOSTER DYKEMA CABOT & Location

101 ARCH STREET - 18TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110-1130

FOSTER DYKEMA CABOT & Contact Information

Phone Number: 617-423-3900
Fax Number: 617-482-4125
Website:

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