MAYO INVESTMENT Overview
Mayo Investment Advisers Llc is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 20 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/02 to 09/30/22. The fund's latest filing disclosed 60MM in positions, representing 4% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/02 to 09/30/22. The fund's latest filing disclosed 60MM in positions, representing 4% of the manager's regulatory AUM.
MAYO INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MAYO INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
MAYO INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard A. Mayo | Chairman | November-2001 |
| Peter R. Blum | President | November-2001 |
| Charles E. Curtis | Cfo/ Chief Compliance Officer | March-2002 |
MAYO INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
MAYO INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis and Investment Strategies
Mayo is a value manager whose objective is to provide clients with above market returns with below market risk. We are a team of fundamental stock pickers, first and foremost, who incorporate discipline and rigorous risk management into the decision-making and execution process. We constantly evaluate the investing environment when considering or implementing an investment, including fundamental, economic, and market risks.
We use various screens to help identify areas to look for undervalued stocks and to help discover companies with underappreciated or misunderstood return characteristics or earnings power. Fundamental research sources include business observation, screening tools, and industry, management, and analyst relationships developed over a long period of time. We visit companies, talk to management, and talk to compe...
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A. Methods of Analysis and Investment Strategies
Mayo is a value manager whose objective is to provide clients with above market returns with below market risk. We are a team of fundamental stock pickers, first and foremost, who incorporate discipline and rigorous risk management into the decision-making and execution process. We constantly evaluate the investing environment when considering or implementing an investment, including fundamental, economic, and market risks.
We use various screens to help identify areas to look for undervalued stocks and to help discover companies with underappreciated or misunderstood return characteristics or earnings power. Fundamental research sources include business observation, screening tools, and industry, management, and analyst relationships developed over a long period of time. We visit companies, talk to management, and talk to compe...
Unlock Full Investment Process Description
MAYO INVESTMENT Portfolio Concentration
MAYO INVESTMENT Location
30 ROWES WHARF,SUITE 500
BOSTON, Massachusetts
UNITED STATES, 02110
BOSTON, Massachusetts
UNITED STATES, 02110
MAYO INVESTMENT Contact Information
Phone Number: 617-897-5800
Fax Number: 617-897-5801
Website: http://www.mayocapital.com
Fax Number: 617-897-5801
Website: http://www.mayocapital.com
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