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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 33% of the manager's regulatory AUM.

MAI CAPITAL StockAlpha

-2%
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

MAI CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 6.37% ETF 4.72% 0% 0 29%
MDY 4.81% ETF 9.25% 0.22% 0 10%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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MAI CAPITAL Portfolio Concentration

MAI CAPITAL Location

1360 EAST 9TH STREET
STE 1100
CLEVELAND, Ohio
UNITED STATES, 44114-1782

MAI CAPITAL Contact Information

Phone Number: (216) 920-4800
Fax Number: (216) 588-1007
Website:

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Disclaimer

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