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 09/30/16. The fund's latest filing disclosed 558MM in positions, representing 56% of the manager's regulatory AUM.

MARCO INVESTMENT StockAlpha

-1.2%
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

MARCO INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.42% Tech -2.29% 0.01% 0 42%
KO 2.93% Cons. Staples -3.83% 0.02% 0 27%
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FEATURED IN
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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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MARCO INVESTMENT Portfolio Concentration

MARCO INVESTMENT Location

1100 ATLANTA FINANCIAL CENTER
3353 PEACHTREE ROAD NE
ATLANTA, Georgia
UNITED STATES, 30326

MARCO INVESTMENT Contact Information

Phone Number: 404-504-8600
Fax Number: 404-504-8604
Website:

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