The Mastrapasqua Process
PRINTABLE VERSION

Long-term clients of Mastrapasqua Asset Management know that our investment process employs both a “top-down” and “bottom-up” approach. As the firm’s chief investment officer, I guide the “top-down” perspective of the firm drawing upon my 40 year investment career of studying the markets and utilizing my experience as an economist on Wall Street and in academia. Meeting with me every day is a team of six portfolio managers and research analysts who have an average tenure with the firm of 11 years. It is the experience and expertise of these investment professionals that drive the complimentary “bottom-up” analyses via our own independent research which identifies the strongest companies within each sector of a portfolio.

With cross-sector coverage and the generalist approach of our investment professionals, the types of questions I hear across the conference room table each morning are: How will weaker near-term demand in Europe impact software sales? Which companies have the greatest exposure to China? Are higher oil prices an opportunity or threat to a company or industry? Does a company have an opportunity for market share gains? Higher profitability? Investment success depends on details, and our analysts possess the detailed knowledge of current stock holdings and prospective holdings that we believe drives long-term performance.

I am proud of our experienced and credentialed team of investment professionals who boast degrees from the nation’s top-rated colleges and universities. Our uniquely qualified staff includes 4 Chartered Financial Analysts, a Certified Public Accountant, a Certified Financial Planner™ practitioner, and career employees who provide excellent client service. In this version of Prospective, you will learn the perspectives of several members of our team just as I do every morning as we gather to discuss and share our collective input.

For More Perspective Click Here