MARCO INVESTMENT Overview
Marco Investment Management Llc is an investment advisor that manages 990.2 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 586MM in positions, representing 59% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 586MM in positions, representing 59% of the manager's regulatory AUM.
MARCO INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MARCO INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.27% | Tech | 42.55% | 0.84% | 0 | 41% | ||
| JPM | 3.55% | Financials | 14.77% | 0.18% | 0 | 39% | ||
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FEATURED IN
MARCO INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven S. Marco | Managing Director/Chief Compliance Officer | May-1998 |
MARCO INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MARCO INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
In accordance with the Investment Planǡ Marco will primarily invest client accounts in common stocksǡ with some use of corporateǡ agency and municipal bondsǤ To a very limited extentǡ Marco may use ETFs and even less often may invest in mutual fundsǤ
In selecting individual stocks for an accountǡ Marco generally applies traditional fundamental analysis includingǡ without limitationǡ the following factorsǣ
o Financial strength ratiosǢ o PriceǦtoǦearnings ratiosǢ o Dividend yieldsǢ and
o Growth rateǦtoǦprice earnings ratios
Marco may also incorporate other methods of analysisǡ such as technical analysisǡ which involves studying past price patterns and trends in the financial markets to predict the direction of both the overall market and specific stocksǤ
Changes to the buy list are initiated by members of the Investment Strategy Committe...
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Methods of Analysis
In accordance with the Investment Planǡ Marco will primarily invest client accounts in common stocksǡ with some use of corporateǡ agency and municipal bondsǤ To a very limited extentǡ Marco may use ETFs and even less often may invest in mutual fundsǤ
In selecting individual stocks for an accountǡ Marco generally applies traditional fundamental analysis includingǡ without limitationǡ the following factorsǣ
o Financial strength ratiosǢ o PriceǦtoǦearnings ratiosǢ o Dividend yieldsǢ and
o Growth rateǦtoǦprice earnings ratios
Marco may also incorporate other methods of analysisǡ such as technical analysisǡ which involves studying past price patterns and trends in the financial markets to predict the direction of both the overall market and specific stocksǤ
Changes to the buy list are initiated by members of the Investment Strategy Committe...
Unlock Full Investment Process Description
MARCO INVESTMENT Portfolio Concentration
MARCO INVESTMENT Location
1100 ATLANTA FINANCIAL CENTER
3353 PEACHTREE ROAD NE
ATLANTA, Georgia
UNITED STATES, 30326
3353 PEACHTREE ROAD NE
ATLANTA, Georgia
UNITED STATES, 30326
MARCO INVESTMENT Contact Information
Phone Number: 404-504-8600
Fax Number: 404-504-8604
Website: http://www.marcoinv.com
Fax Number: 404-504-8604
Website: http://www.marcoinv.com
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