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 09/30/16. The fund's latest filing disclosed 199MM in positions, representing 57% of the manager's regulatory AUM.

MARATHON CAPITAL StockAlpha

-13.6%
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

MARATHON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TROW 48.1% Financials 13.5% -1.58% 1 12%
CUI 4.01% Tech 7.38% 0.36% 15 3%
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FEATURED IN
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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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MARATHON CAPITAL Portfolio Concentration

MARATHON CAPITAL Location

4 NORTH PARK DRIVE, SUITE 106
HUNT VALLEY, Maryland
UNITED STATES, 21030-1806

MARATHON CAPITAL Contact Information

Phone Number: 410-329-1522
Fax Number: 410-329-1518
Website:

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