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 06/30/21. The fund's latest filing disclosed 109MM in positions, representing 101% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 109MM in positions, representing 101% of the manager's regulatory AUM.
MOUNT VERNON StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
MOUNT VERNON Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 11.06% | Tech | 5.91% | -0.01% | 0 | 0% | ||
| AMZN | 7.53% | Cons. Disc. | -0.91% | -0.46% | 0 | 0% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
MOUNT VERNON Portfolio Concentration
MOUNT VERNON Location
575 S CHARLES STREET, STE 401
BALTIMORE, Maryland
UNITED STATES, 21201
BALTIMORE, Maryland
UNITED STATES, 21201
MOUNT VERNON Contact Information
Phone Number: 410-377-9780
Fax Number: 410-244-8730
Website: null
Fax Number: 410-244-8730
Website: null
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here