MACGUIRE CHESWICK & Overview

Macguire Cheswick & Tuttle Investment Counsel Llc is an investment advisor that manages 477.6 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 413MM in positions, representing 86% of the manager's regulatory AUM.

MACGUIRE CHESWICK & 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

MACGUIRE CHESWICK & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 5.15% Cons. Disc. -7.99% -0.71% 0 32%
AAPL 4.31% Tech -1.28% -0.1% 0 42%
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FEATURED IN
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MACGUIRE CHESWICK & Founders and Key Employees

Name Title In Position Since
Kevin A. Macguire Managing Director, Portfolio Manager, Member Of Investment Committee February-2009
David P. Tuttle Managing Director, Portfolio Manager, Member Of Investment Committee, Chief Compliance Officer February-2009
Susan C. Brewer Managing Director, Portfolio Manager, Member Of Investment Committee February-2009

MACGUIRE CHESWICK & Brokers, Custodians, Auditors and Administrators

Type Company

MACGUIRE CHESWICK & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



MCT emphasizes traditional methods of "bottoms up" fundamental security and industry valuation and analysis and an investment philosophy of investing in high-quality securities over a long-term horizon. We also analyze "top down" global economic, political and demographic factors, business and credit cycles, sentiment swings and other general market influences. We combine dynamic asset allocation and sector selection with active portfolio management. Stock picking, sector allocation and asset allocation are important drivers of portfolio construction.

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FORM ADV PART 2A and B - FIRM BROCHURE and BIOGRAPHIES


MacGuire, Cheswick & Tuttle Investment Counsel LLC

February 11, 2015






MCT's methods of security analysis emphasize traditional techniques of fundamental analysis, starting with detailed financial in...
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MACGUIRE CHESWICK & Portfolio Concentration

MACGUIRE CHESWICK & Location

1020 BOSTON POST ROAD
SUITE 220
DARIEN, Connecticut
UNITED STATES, 06820

MACGUIRE CHESWICK & Contact Information

Phone Number: 203-655-3323
Fax Number: 203-655-0585
Website:

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