MAI CAPITAL Overview
Mai Capital Management is an investment advisor that manages 3.8 BN dollars in regulatory AUM and has 66 employees, of which 27 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 2BN in positions, representing 55% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 2BN in positions, representing 55% of the manager's regulatory AUM.
MAI CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MAI CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 7.57% | ETF | 6.07% | -0% | 0 | 4% | ||
| SPY | 5.49% | ETF | 6.1% | 0% | 0 | 27% | ||
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FEATURED IN
MAI CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gerald H. Gray | Co - Chief Investment Officer | January-2015 |
| Richard J. Buoncore | Managing Partner | February-2007 |
| James D. Kacic | Chief Financial Officer | May-2008 |
| Roberta J. Lemmo | Managing Director | October-2000 |
| John G. Palguta | Managing Director | October-2000 |
| Lu A. Morrison | Managing Director | October-2000 |
| Mark H. Summers | Chief Operating Officer | February-2010 |
| Shirley A. Titchenell | Chief Compliance Officer | October-2010 |
| John D. Zaller | Co-Chief Investment Officer | January-2015 |
MAI CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
MAI CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Regarding individual stocks, MAI relies primarily on fundamental analysis, principally with respect to management record, financial condition, profitability levels, growth prospects and market price in relation to historic valuation ranges, and total return (current yield plus anticipated capital appreciation) discounted for inflation. Technical analysis is sometimes used as a secondary valuation tool.
Regarding equity mutual funds, MAI reviews key characteristics such as historical performance, consistency of returns, risk level, size of fund, etc. Expense ratio and other costs are also significant factors in fund selection.
Regarding fixed income investments, MAI considers the financial strength of the issuer, call provisions, liquidity factors and bond insurance in selecting bonds for purchase. MAI solicits bids from several underwriters (i.e. brokerages) in an ef...
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Methods of Analysis
Regarding individual stocks, MAI relies primarily on fundamental analysis, principally with respect to management record, financial condition, profitability levels, growth prospects and market price in relation to historic valuation ranges, and total return (current yield plus anticipated capital appreciation) discounted for inflation. Technical analysis is sometimes used as a secondary valuation tool.
Regarding equity mutual funds, MAI reviews key characteristics such as historical performance, consistency of returns, risk level, size of fund, etc. Expense ratio and other costs are also significant factors in fund selection.
Regarding fixed income investments, MAI considers the financial strength of the issuer, call provisions, liquidity factors and bond insurance in selecting bonds for purchase. MAI solicits bids from several underwriters (i.e. brokerages) in an ef...
Unlock Full Investment Process Description
MAI CAPITAL Portfolio Concentration
MAI CAPITAL Location
1360 EAST 9TH STREET
STE 1100
CLEVELAND, Ohio
UNITED STATES, 44114-1782
STE 1100
CLEVELAND, Ohio
UNITED STATES, 44114-1782
MAI CAPITAL Contact Information
Phone Number: (216) 920-4800
Fax Number: (216) 588-1007
Website: http://www.maiwealth.com
Fax Number: (216) 588-1007
Website: http://www.maiwealth.com
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