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 09/30/16. The fund's latest filing disclosed 205MM in positions, representing 52% of the manager's regulatory AUM.

IPSWICH INVESTMENT StockAlpha

-2.1%
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

IPSWICH INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 4.83% Energy 1.12% -0.21% 0 29%
JNJ 3.35% Health -4.59% -0.02% 0 34%
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FEATURED IN
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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...
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IPSWICH INVESTMENT Portfolio Concentration

IPSWICH INVESTMENT Location

53. S. MAIN STREET
IPSWICH, Massachusetts
UNITED STATES, 01938-2321

IPSWICH INVESTMENT Contact Information

Phone Number: 978-356-6333
Fax Number: 978-356-2176
Website:

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