MAPLE CAPITAL Overview

Maple Capital Management Inc. is an investment advisor that manages 621.7 MM dollars in regulatory AUM and has 12 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 308MM in positions, representing 50% of the manager's regulatory AUM.

MAPLE 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

MAPLE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 3.45% Health -4.57% -0.02% 0 34%
IWN 3.38% ETF 9.61% 0.27% 0 5%
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FEATURED IN
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MAPLE CAPITAL Founders and Key Employees

Name Title In Position Since
Ramsey A. Luhr Secretary/Treasurer January-2004
John T. Boland President January-2004
Steven L. Killoran Vice President & Shareholder January-2014
Evan I. Pemberton Vice President & Chief Compliance Officer March-2015

MAPLE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

MAPLE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



MCM creates portfolios for our clients using individual stocks, bonds, and mutual funds. The methodology for selecting the actual securities is set out below.

Equities (stocks):

MCM uses fundamental analysis methods to select securities for client portfolios. Fundamental analysis is performed using company specific data and other relevant economic or financial data to analyze a company’s historic results and to make financial forecasts.

MCM’s investment philosophy is based on the premise that equity market inefficiencies can result in stocks trading at significant discounts or premiums to their intrinsic values. MCM believes that undervalued stocks can be identified and further analyzed within a disciplined valuation framework to identify those companies with the best risk/reward profiles.

MCM searches a large universe of equities for those companies gener...
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MAPLE CAPITAL Portfolio Concentration

MAPLE CAPITAL Location

535 STONE CUTTERS WAY
MONTPELIER, Vermont
UNITED STATES, 05602

MAPLE CAPITAL Contact Information

Phone Number: 802-229-2838
Fax Number: 802-229-2837
Website:

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