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 12/31/18. The fund's latest filing disclosed 779MM in positions, representing 47% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/18. The fund's latest filing disclosed 779MM in positions, representing 47% of the manager's regulatory AUM.
MARKSTON StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MARKSTON Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.44% | Tech | 21.64% | 0.14% | 0 | 46% | ||
| MSFT | 4.57% | Tech | 15.73% | -0.2% | 0 | 43% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
“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...
Unlock Full Investment Process Description
MARKSTON Portfolio Concentration
MARKSTON Location
50 MAIN STREET, SUITE 285
WHITE PLAINS, New York
UNITED STATES, 10606
WHITE PLAINS, New York
UNITED STATES, 10606
MARKSTON Contact Information
Phone Number: 914-761-4700
Fax Number: 914-761-4746
Website: http://www.markston.com
Fax Number: 914-761-4746
Website: http://www.markston.com
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