MOUNT VERNON Overview

Mount Vernon Associates Inc is an investment advisor that manages 108.4 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 48MM in positions, representing 45% of the manager's regulatory AUM.

MOUNT VERNON StockAlpha

-3.4%
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

MOUNT VERNON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 6.75% Tech -2.29% 0.02% 0 42%
AMZN 4.25% Cons. Disc. -11.58% -0.58% 0 32%
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FEATURED IN
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MOUNT VERNON Founders and Key Employees

Name Title In Position Since
Silas W. Cain Chairman December-2010
Mark C. Sullivan President December-2010
Kevin T. Cain Vice President January-1996
Nancy V. O'Hara Vice President/Chief Compliance Officer February-2008

MOUNT VERNON Brokers, Custodians, Auditors and Administrators

Type Company

MOUNT VERNON Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Mount Vernon Associates applies a top down approach to equity management. We have seen over time that interest rates and the current stage within an economic cycle are the determining factors that will cause capital to shift from one investment sector to another. This, along with a risk adverse evaluation method for individual securities, assures our clients consistently above average returns with minimal risk.

Mount Vernon Associates' management philosophy focuses on identifying securities with growth potential that can be purchased at a price which brings our clients the maximum value available for their dollar. It is through our fundamental qualitative and quantitative research disciplines that we identify these undervalued companies in the marketplace. Our clients are therefore positioned to benefit from the growth of a strong market while avoiding substantial losses in a period of decline. This valuation...
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MOUNT VERNON Portfolio Concentration

MOUNT VERNON Location

575 S CHARLES STREET, STE 401
BALTIMORE, Maryland
UNITED STATES, 21201

MOUNT VERNON Contact Information

Phone Number: 410-377-9780
Fax Number: 410-244-8730
Website:

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