MARKSTON Overview

Markston International Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 65% of the manager's regulatory AUM.

MARKSTON StockAlpha

+0.7%
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

MARKSTON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.93% Tech 1.31% -0.03% 0 42%
AET 3.12% Health 11.9% 0.52% 0 19%
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FEATURED IN
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MARKSTON Founders and Key Employees

Name Title In Position Since
Roger M. Lob Member Of Llc December-1998
Christopher Mullarkey Managing Member Of Llc February-2002
Grant A. George Chief Compliance Officer January-2014

MARKSTON Brokers, Custodians, Auditors and Administrators

Type Company

MARKSTON Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


“Value with a Catalyst” Process
Markston International LLC employs one research process to support three of its investment products. The process can be summarized as “value with a catalyst”. The catalyst is a collective catalyst that is generally comprised of at least three of seven “alpha generators”, which Markston International LLC determines after researching financial newspapers, research materials prepared by research providers, annual reports filed with the SEC, other filings with the SEC, and company press releases. The seven “alpha generators” are:


1) Insider buying (including option activity), particularly by officers
2) Stock repurchase by the company itself
3) Management changes that create cultural change and a move toward meritocracy
4) Sale of spin-off of a division
5) Consolidating industries
6) Tax loss carry forwards that assu...
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MARKSTON Portfolio Concentration

MARKSTON Location

50 MAIN STREET, SUITE 285
WHITE PLAINS, New York
UNITED STATES, 10606

MARKSTON Contact Information

Phone Number: 914-761-4700
Fax Number: 914-761-4746
Website:

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