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 09/30/19. The fund's latest filing disclosed 465MM in positions, representing 75% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/19. The fund's latest filing disclosed 465MM in positions, representing 75% of the manager's regulatory AUM.
MAPLE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MAPLE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.88% | Tech | 8.13% | -0.05% | 0 | 41% | ||
| GOOG | 4.29% | Tech | 8.34% | -0.01% | 0 | 39% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
MAPLE CAPITAL Portfolio Concentration
MAPLE CAPITAL Location
535 STONE CUTTERS WAY
MONTPELIER, Vermont
UNITED STATES, 05602
MONTPELIER, Vermont
UNITED STATES, 05602
MAPLE CAPITAL Contact Information
Phone Number: 802-229-2838
Fax Number: 802-229-2837
Website: http://www.maplecapital.com
Fax Number: 802-229-2837
Website: http://www.maplecapital.com
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