MASTRAPASQUA & Overview

Mastrapasqua & Associates is an investment advisor that manages 478.9 MM dollars in regulatory AUM and has 17 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 406MM in positions, representing 85% of the manager's regulatory AUM.

MASTRAPASQUA & StockAlpha

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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

MASTRAPASQUA & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NVDA 4.17% Tech 34.29% 1.49% 0 20%
AAPL 3.17% Tech -2.99% -0.05% 0 42%
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MASTRAPASQUA & Founders and Key Employees

Name Title In Position Since
Frank N. Mastrapasqua Chairman, Principal, Chief Investment Officer October-2011
Mauro M. Mastrapasqua President, Principal October-2011
Gennie M. Campbell Principal, Chief Administrative Officer - Nashville October-2011
Julie J. Lewis Chief Compliance Officer October-2011

MASTRAPASQUA & Brokers, Custodians, Auditors and Administrators

Type Company

MASTRAPASQUA & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

The GradPointTM Model

MAM's independent research team uses a proprietary valuation methodology, Growth to Risk-Adjusted Differential (GRAD Point™), for stock selection. The GRAD Point™ model evaluates absolute and relative company market valuations by determining those factors that contribute positively or negatively to valuation.

The Investment Process

The investment team meets daily with each member reporting on companies and industries they cover. There are two main ways in which ideas are generated: from the Top-Down and the Bottom-Up. The Top-Down idea generation process results in investable sector themes within the firm’s Global Economic Outlook. These themes identify a sector(s) or industry group(s) that should benefit from prevailing macroeconomic tailwinds. The Bottom-Up idea generation process methodically generates a “Stock Universe.”
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MASTRAPASQUA & Portfolio Concentration

MASTRAPASQUA & Location

814 CHURCH STREET STE 600
NASHVILLE, Tennessee
UNITED STATES, 37203

MASTRAPASQUA & Contact Information

Phone Number: 615-244-8400
Fax Number: 615-244-1148
Website:

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