MARSHFIELD Overview

Marshfield Associates is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 18 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/02 to 03/31/17. The fund's latest filing disclosed 1BN in positions, representing 67% of the manager's regulatory AUM.

MARSHFIELD StockAlpha

+2.5%
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

MARSHFIELD Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MCO 10.69% Financials 18.4% 1.43% 1 11%
ACGL 10.65% Financials 1.2% -0.23% 2 5%
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FEATURED IN
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MARSHFIELD Founders and Key Employees

Name Title In Position Since
Christopher M. Niemczewski Principal February-1993
William G. Stott Principal February-1993
Carolyn S. Miller Principal October-1996
Elise J. Hoffmann Principal October-1996
Melissa Vinick Principal December-1997
John H. Beatson Principal January-2007
Chad Goldberg Principal July-2012
Kimberly N. Vinick Director Of Operations / Chief Compliance Officer July-2012

MARSHFIELD Brokers, Custodians, Auditors and Administrators

Type Company

MARSHFIELD Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Characteristics of Marshfield’s Core Investment Strategy (the “Core Strategy")

Marshfield invests slowly.
o Equity portfolios that are separately managed typically take a full market cycle to be fully invested. The pace of investing is dictated by opportunity at the individual security level and not when cash comes in.
o Typically the time frame to get invested will be quicker when the market experiences periods of volatility and will take longer during a prolonged up-market.
Marshfield tends to purchase out of favor stocks while shying away from popular ones. Marshfield Core Product is a concentrated portfolio; a mature portfolio will hold approximately
20 stocks.
Marshfield holds stocks, on average, for a very long time.

Marshfield's Core Strategy

Marshfield looks to invest in high quality, "built-to-last" companies that are well-managed and in good industries, whi...
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MARSHFIELD Portfolio Concentration

MARSHFIELD Location

21 DUPONT CIRCLE NW
SUITE 500
WASHINGTON, District of Columbia
UNITED STATES, 20036

MARSHFIELD Contact Information

Phone Number: 202-828-6200
Fax Number: 202-828-6208
Website:

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