MOODY LYNN & LIEBERSON Overview
Moody Lynn & Lieberson Inc. is an investment advisor that manages 1 BN dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 99% 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 1BN in positions, representing 99% of the manager's regulatory AUM.
MOODY LYNN & LIEBERSON StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MOODY LYNN & LIEBERSON Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.86% | Tech | 2.6% | -0.13% | 0 | 43% | ||
| GLD | 4.19% | ETF | -5.27% | -0.35% | 0 | 17% | ||
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FEATURED IN
MOODY LYNN & LIEBERSON Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael M. Moody | Chairman & Chief Investment Officer | August-1989 |
| Martin W. Lynn | President & Chief Executive Officer | January-1991 |
| Robert A. Lieberson | Partner & Chief Financial Officer | March-2000 |
| Brian D. Gowell | Chief Compliance Officer | October-2004 |
MOODY LYNN & LIEBERSON Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
MOODY LYNN & LIEBERSON Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
EQUITY STRATEGY
Our objective in managing the equity portion of a portfolio is to achieve superior returns by investing in high quality growth companies that benefit from attractive secular trends we have identified and that exhibit certain characteristics we find compelling. Identifying these companies is done with a global
perspective as superior growth opportunities are often outside the United States and as the secular trends
we identity often have global implications. As we invest for superior performance, we also control risk through relevant and effective diversification.
Having identified key trends that are expected to provide a tailwind to growth and profitability for various sectors and industries, we then identify the most attractive growth companies within those areas. Characteristics used in identifying such companies are:
Above average and improving growth and profitabili...
Unlock Full Investment Process Description
EQUITY STRATEGY
Our objective in managing the equity portion of a portfolio is to achieve superior returns by investing in high quality growth companies that benefit from attractive secular trends we have identified and that exhibit certain characteristics we find compelling. Identifying these companies is done with a global
perspective as superior growth opportunities are often outside the United States and as the secular trends
we identity often have global implications. As we invest for superior performance, we also control risk through relevant and effective diversification.
Having identified key trends that are expected to provide a tailwind to growth and profitability for various sectors and industries, we then identify the most attractive growth companies within those areas. Characteristics used in identifying such companies are:
Above average and improving growth and profitabili...
Unlock Full Investment Process Description
MOODY LYNN & LIEBERSON Portfolio Concentration
MOODY LYNN & LIEBERSON Location
ONE BOSTON PLACE
BOSTON, Massachusetts
UNITED STATES, 02108
BOSTON, Massachusetts
UNITED STATES, 02108
MOODY LYNN & LIEBERSON Contact Information
Phone Number: 617-973-0590
Fax Number: 617-371-2610
Website: https://www.moodylynn.com
Fax Number: 617-371-2610
Website: https://www.moodylynn.com
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