MACKAY SHIELDS LLC Overview
Mackay Shields Llc is an investment advisor that manages 92.7 BN dollars in regulatory AUM and has 151 employees, of which 50 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/17. The fund's latest filing disclosed 765MM in positions, representing 1% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/17. The fund's latest filing disclosed 765MM in positions, representing 1% of the manager's regulatory AUM.
MACKAY SHIELDS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MACKAY SHIELDS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SGY | 16.49% | Energy | 13.77% | 1.89% | 24 | 2% | ||
| BACPRL | 6.66% | Financials | 1.18% | 0.13% | 0 | 3% | ||
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FEATURED IN
MACKAY SHIELDS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Lucille M. Protas | President, Executive Managing Director, Chief Operating Officer, Treasurer And Elected To The Board Of Managers | December-2011 |
| Daniel C. Roberts | Executive Managing Director | October-2004 |
| Rene A. Bustamante | Chief Compliance Officer, Senior Managing Director | February-2005 |
| John M. Loffredo | Executive Managing Director | July-2009 |
| Robert A. Dimella | Executive Managing Director | March-2010 |
| Anthony R. Malloy | Elected To The Board Of Managers | January-2011 |
| Jeffrey S. Phlegar | Chairman And Chief Executive Officer And Elected To The Board Of Managers | December-2011 |
| Yie-Hsin N. Hung | Elected To The Board Of Managers | March-2012 |
| John W. Akkerman | Executive Managing Director | September-2012 |
| Young N. Lee | General Counsel, Senior Managing Director | February-2013 |
| John T. Fleurant | Elected To The Board Of Managers | January-2013 |
| Michael D. Corker | Chief Financial Officer | January-2008 |
| Drew E. Lawton | Elected To The Board Of Managers | February-2014 |
| David G. Bedard | Elected To The Board Of Managers | February-2014 |
MACKAY SHIELDS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
MACKAY SHIELDS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Introduction
We offer a variety of investment strategies across fixed income asset classes that clients can select depending on their investment objectives. We have four investment teams, each of which has their own distinct investment process. We provide below a general summary of the investment strategies and the investment process of each of the teams.
Investment strategies may be available through separately managed accounts and/or pooled investment vehicles. Clients for whom we provide separately managed account services may adopt investment guidelines, subject to our approval, that combine elements of the different investment strategies we offer. To the extent that the information in this brochure conflicts with an investment management agreement or investment guidelines governing a separately managed account, the investment management agreement and investment guidelines will control...
Unlock Full Investment Process Description
Introduction
We offer a variety of investment strategies across fixed income asset classes that clients can select depending on their investment objectives. We have four investment teams, each of which has their own distinct investment process. We provide below a general summary of the investment strategies and the investment process of each of the teams.
Investment strategies may be available through separately managed accounts and/or pooled investment vehicles. Clients for whom we provide separately managed account services may adopt investment guidelines, subject to our approval, that combine elements of the different investment strategies we offer. To the extent that the information in this brochure conflicts with an investment management agreement or investment guidelines governing a separately managed account, the investment management agreement and investment guidelines will control...
Unlock Full Investment Process Description
MACKAY SHIELDS LLC Portfolio Concentration
MACKAY SHIELDS LLC Location
1345 AVENUE OF THE AMERICAS
43RD FLOOR
NEW YORK, New York
UNITED STATES, 10105
43RD FLOOR
NEW YORK, New York
UNITED STATES, 10105
MACKAY SHIELDS LLC Contact Information
Phone Number: 212-758-5400
Fax Number: 212-758-3291
Website: https://www.mackayshields.com
Fax Number: 212-758-3291
Website: https://www.mackayshields.com
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