Moody Aldrich Partners LLC

Moody Aldrich Partners LLC

Moody Aldrich Partners LLC

Overview
Date Founded

1988

Headquarters

18 Sewell Street,Marblehead, MA 01945-3322

Type of Company

Private

Employees (Worldwide)

12

Industries

Investment Services & Portfolio Management

Company Description

Moody Aldrich Partners' (MAP) methods of analysis concentrate on specific fundamental and valuation factors, some of which are qualitative and some which are quantitative. These methods are designed to uncover stocks that may be undervalued relative to earnings, cash flows, book value, intrinsic value, assets and/or future prospects. MAP's strategies are long only investment strategies that invest in common stocks except for a small amount of cash & equivalents. None of their strategies employ hedging, derivatives, or leverage to amplify return or mitigate risk. The firm's strategies invest in smaller-cap companies which tend to have less liquidity and greater price volatility than large-cap companies.The Eastern Shore Capital Management Small Cap Core strategy seeks capital appreciation through stock selectivity and thematic investing. The strategy typically holds 70 to 120 stocks with market-caps within the range of the Russell 2000 Index at purchase. For comparison purposes, the Small Cap Core strategy performance is measured against Russell 2000 Index. This strategy employs bottom-up, fundamental research to identify sound businesses with compelling valuations and future prospects. The strategy does not mimic any index but a robust risk management overlay ensures reasonable diversification across sectors.The Eastern Shore Capital Management Select Equity strategy seeks capital appreciation through stock selectivity and thematic investing. The strategy typically holds 70 to 120 stocks with market-caps within the range approximating those of the Russell 2500 Index at purchase. For comparison purposes the Select Equity strategy is measured against the Russell 2500 Index. This strategy employs bottom-up, fundamental research to identify sound businesses with compelling valuations and future prospects. The strategy does not mimic any index but a robust risk management overlay ensures reasonable diversification across sectors.

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Executives & Employees

Founding Partner

Managing Partner

Partner, Chief Compliance Officer

Senior Trader, Portfolio Administrator

Marketing & Client Service Associate

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