MATHES COMPANY INC. Overview
Mathes Company Inc. is an investment advisor that manages 241.5 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 259MM in positions, representing 107% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 259MM in positions, representing 107% of the manager's regulatory AUM.
MATHES COMPANY INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MATHES COMPANY INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IGM | 4.81% | ETF | 14.66% | 0.15% | 1 | 0% | ||
| AAPL | 4.35% | Tech | 19.61% | 0.14% | 0 | 0% | ||
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FEATURED IN
MATHES COMPANY INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Sorrell M. Mathes | Chairman | July-1997 |
| Richard C. Mathes | President/Chief Compliance Officer | January-2001 |
MATHES COMPANY INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MATHES COMPANY INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investments are made or sold through careful research and analysis. We use both top-down and bottom up methods, and examine sectors and specific companies for our decisions. Of course, investing in securities involved the risk of losses that the client must be able to
bear.
There are no unusual or significant risks to our strategy, other than general market and economic events that effect markets and companies.
Adviser’s primary strategy does not involve frequent trading of securities. Adviser does not recommend primarily a particular type of security.
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Investments are made or sold through careful research and analysis. We use both top-down and bottom up methods, and examine sectors and specific companies for our decisions. Of course, investing in securities involved the risk of losses that the client must be able to
bear.
There are no unusual or significant risks to our strategy, other than general market and economic events that effect markets and companies.
Adviser’s primary strategy does not involve frequent trading of securities. Adviser does not recommend primarily a particular type of security.
Item 9 ...
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MATHES COMPANY INC. Portfolio Concentration
MATHES COMPANY INC. Location
230 PARK AVENUE 33RD FL.
NEW YORK, New York
UNITED STATES, 10169
NEW YORK, New York
UNITED STATES, 10169
MATHES COMPANY INC. Contact Information
Phone Number: 917-368-4900
Fax Number: 917-368-4950
Website: null
Fax Number: 917-368-4950
Website: null
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