MARATHON CAPITAL Overview
Marathon Capital Management is an investment advisor that manages 352 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 06/30/21. The fund's latest filing disclosed 310MM in positions, representing 88% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 06/30/21. The fund's latest filing disclosed 310MM in positions, representing 88% of the manager's regulatory AUM.
MARATHON CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MARATHON CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TROW | 33.49% | Financials | 16.27% | 1.31% | 0 | 10% | ||
| ENPH | 3.03% | Industrials | 54.24% | 1.15% | 0 | 7% | ||
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FEATURED IN
MARATHON CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James G. Kennedy | President | September-1998 |
| Angus M. Burton | Vice President | January-2007 |
| Angus M. Burton | Chief Compliance Officer | January-2014 |
MARATHON CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MARATHON CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss Marathon’s core investment philosophy is “growth at a reasonable price,” commonly referred to as GARP. At the heart of this philosophy is a discipline that focuses on investments that are attractively priced today, based on a future expectation of growth. This growth can come in
many forms (e.g., cash flow, earnings, assets, market share, margins, etc.) and requires us to make judgments about whether or not it will materialize in the form and fashion anticipated, within a reasonable timeframe, and is attractively priced in today’s marketplace. We apply this philosophy and discipline across all asset classes.
Because we take a long-term view of markets, clients should note that we are not “market timers” and do not buy and sell securities because we think the markets in general are undervalued or overvalued. Our primary focus is on individual securities and their prospects over multi-year periods. As th...
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many forms (e.g., cash flow, earnings, assets, market share, margins, etc.) and requires us to make judgments about whether or not it will materialize in the form and fashion anticipated, within a reasonable timeframe, and is attractively priced in today’s marketplace. We apply this philosophy and discipline across all asset classes.
Because we take a long-term view of markets, clients should note that we are not “market timers” and do not buy and sell securities because we think the markets in general are undervalued or overvalued. Our primary focus is on individual securities and their prospects over multi-year periods. As th...
Unlock Full Investment Process Description
MARATHON CAPITAL Portfolio Concentration
MARATHON CAPITAL Location
4 NORTH PARK DRIVE, SUITE 106
HUNT VALLEY, Maryland
UNITED STATES, 21030-1806
HUNT VALLEY, Maryland
UNITED STATES, 21030-1806
MARATHON CAPITAL Contact Information
Phone Number: 410-329-1522
Fax Number: 410-329-1518
Website: http://www.insidemarathon.com
Fax Number: 410-329-1518
Website: http://www.insidemarathon.com
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