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 09/30/16. The fund's latest filing disclosed 601MM in positions, representing 59% of the manager's regulatory AUM.

MOODY LYNN & LIEBERSON StockAlpha

-1.9%
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

MOODY LYNN & LIEBERSON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IAU 3.58% ETF -10.8% -0.4% 0 7%
SPY 3.52% ETF 1.56% 0% 0 29%
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FEATURED IN
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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...
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MOODY LYNN & LIEBERSON Portfolio Concentration

MOODY LYNN & LIEBERSON Location

ONE BOSTON PLACE
BOSTON, Massachusetts
UNITED STATES, 02108

MOODY LYNN & LIEBERSON Contact Information

Phone Number: 617-973-0590
Fax Number: 617-371-2610
Website:

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