MARSHALL & SULLIVAN Overview

Marshall & Sullivan Inc is an investment advisor that manages 279.8 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 78MM in positions, representing 28% of the manager's regulatory AUM.

MARSHALL & SULLIVAN StockAlpha

-0.2%
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

MARSHALL & SULLIVAN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FISV 4.96% Tech 5.27% 0.21% 0 13%
AAPL 4.73% Tech -0.31% -0.07% 0 42%
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FEATURED IN
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MARSHALL & SULLIVAN Founders and Key Employees

Name Title In Position Since
Ronald E. Marshall Chairman May-1981
Gregory S. Robinson President/Chief Compliance Officer January-2000
Arthur S. Robinson Director October-1994
Ruth-Ellen Elliott Director October-1997
Howard D. Miracle Vice President May-2011
W P. Sullivan Owner October-2012
Mary S. Casady Owner October-2012
James M. Sullivan Owner October-2012
Jo Ellen S. Lively Owner October-2012
Paticia A. Lord Owner October-2012

MARSHALL & SULLIVAN Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Auditor Pro
Custodian Pro

MARSHALL & SULLIVAN Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis: We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Qualitative Analysis: We subjectively evaluate non-quantifiable factors such as quality of management, labor relations, an...
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MARSHALL & SULLIVAN Portfolio Concentration

MARSHALL & SULLIVAN Location

1109 FIRST AVE. SUITE 200
SEATTLE, Washington
UNITED STATES, 98101

MARSHALL & SULLIVAN Contact Information

Phone Number: 206-621-9014
Fax Number: 206-682-9075
Website:

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