IPSWICH INVESTMENT Overview
Ipswich Investment Management Company . Inc. is an investment advisor that manages 390.3 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/09 to 03/31/20. The fund's latest filing disclosed 254MM in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/09 to 03/31/20. The fund's latest filing disclosed 254MM in positions, representing 65% of the manager's regulatory AUM.
IPSWICH INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
IPSWICH INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.91% | Tech | 31.15% | -0.06% | 0 | 47% | ||
| AAPL | 4.53% | Tech | 43.57% | 0.5% | 0 | 43% | ||
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FEATURED IN
IPSWICH INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Albert C. Titcomb | Executive Vice President, Coo & Chief Compliance Officer | November-2014 |
| Eric H. Jostrom | Chairman & Chief Investment Officer | January-2007 |
| Eric H. Jostrom | Trustee | January-2007 |
| Alexander M. Colby | President, Ceo & Managing Director | November-2014 |
| Alexander M. Colby | Trustee | September-2006 |
| Kieran T. O'Neill | Vp Operations | August-2008 |
| Patricia A. Bowlin | Senior Vice President & Managing Director | February-2010 |
| James R. Mccall | Senior Vice President | October-2012 |
| Karen C. Cole | Sr. Vice President | January-2014 |
IPSWICH INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
IPSWICH INVESTMENT Investment Strategy
ITEM 8: METHODS OF ANALYSIS, INVESTMENT STRATEGIES, AND Risk of Loss
We manage assets in accordance with the terms of each client’s Investment Management
Agreement. At the present time our investment strategy is summarized as follows:
Investment Philosophy
Our purpose is to preserve and enhance our clients' net worth and purchasing power through a combination of income and/or capital appreciation, with the expectation of meeting a client's objectives and appetite for risk.
5
Allocation ratios are based on client objectives, risk tolerance and income requirements.
Our equity investment decisions are driven by several factors: global economic forecasts, most favorable sector characteristics and opportunities, and the search/selection for the best in sector equities—those with a demonstrated global business model.
In fixed income investments, we are opportunistic in identifying un...
Unlock Full Investment Process Description
We manage assets in accordance with the terms of each client’s Investment Management
Agreement. At the present time our investment strategy is summarized as follows:
Investment Philosophy
Our purpose is to preserve and enhance our clients' net worth and purchasing power through a combination of income and/or capital appreciation, with the expectation of meeting a client's objectives and appetite for risk.
5
Allocation ratios are based on client objectives, risk tolerance and income requirements.
Our equity investment decisions are driven by several factors: global economic forecasts, most favorable sector characteristics and opportunities, and the search/selection for the best in sector equities—those with a demonstrated global business model.
In fixed income investments, we are opportunistic in identifying un...
Unlock Full Investment Process Description
IPSWICH INVESTMENT Portfolio Concentration
IPSWICH INVESTMENT Location
53. S. MAIN STREET
IPSWICH, Massachusetts
UNITED STATES, 01938-2321
IPSWICH, Massachusetts
UNITED STATES, 01938-2321
IPSWICH INVESTMENT Contact Information
Phone Number: 978-356-6333
Fax Number: 978-356-2176
Website: null
Fax Number: 978-356-2176
Website: null
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