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 09/30/20. The fund's latest filing disclosed 715MM in positions, representing 149% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 715MM in positions, representing 149% of the manager's regulatory AUM.
MASTRAPASQUA & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MASTRAPASQUA & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.45% | Tech | 14.2% | 0.03% | 0 | 36% | ||
| MSFT | 5.4% | Tech | 6.94% | -0.34% | 0 | 43% | ||
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FEATURED IN
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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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
NASHVILLE, Tennessee
UNITED STATES, 37203
MASTRAPASQUA & Contact Information
Phone Number: 615-244-8400
Fax Number: 615-244-1148
Website: http://www.mastrapasqua.com
Fax Number: 615-244-1148
Website: http://www.mastrapasqua.com
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