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 09/30/16. The fund's latest filing disclosed 440MM in positions, representing 29% of the manager's regulatory AUM.

MAYO INVESTMENT StockAlpha

-0.1%
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

MAYO INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GOOGL 5.07% Tech -1.11% -0.11% 0 34%
CMCSA 4.33% Cons. Disc. 4.79% 0.01% 0 23%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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MAYO INVESTMENT Portfolio Concentration

MAYO INVESTMENT Location

30 ROWES WHARF,SUITE 500
BOSTON, Massachusetts
UNITED STATES, 02110

MAYO INVESTMENT Contact Information

Phone Number: 617-897-5800
Fax Number: 617-897-5801
Website:

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