We know that you’ve worked hard for many years over a long career to build your wealth and secure a comfortable retirement for yourself, and a solid future for your family. We will help you to preserve and protect your wealth to allow you sustainable income for the long-term by partnering with companies that care as much as we do. What we don’t do is as important as what we do. We avoid “event driven” or volatile industries and companies.

Young man arms outstretched by the sea at sunrise enjoying freedom and life, people travel wellbeing concept

Our Investment Style

Our investment style is conservative with a focus on income with growth.  That means we do not make risky investments and prefer to invest in stable, established companies that pay dividends and will grow those dividends.  Our portfolio is balanced which means we own both common stocks and fixed income securities like bonds and preferred stocks. We invest in fixed income securities because most of the securities we invest in provide steady income at a higher rate than the common stock holdings.

We buy good companies

We become a partner in good companies

Before we invest in a company, we must be able to predict with some degree of confidence an expectation of higher future revenues, profits and, where applicable, dividends. The companies we choose to invest in undergo rigorous valuation tests before being considered. We use government filings, company reports, and hold meetings with several hundred company managements per year. A comprehensive understanding of the history, risks and potential rewards, financial position, and trajectory of any company we buy is essential in handling the volatility of public markets. We do all our own in-house fundamental research, bottom-up stock picking and a thorough financial analysis focused on five-to-ten-year historical financials.

mason-capital-partners-good-companies
mason-capital-partners-park

We do our own research.  When we review a company to invest in, we look for several things.

  • We have to have some degree of confidence that we can reasonably predict their earnings level five years out. In five years we expect that every company we own will be bigger, better and more prosperous.
  • We would like the company to be significant in that it should play an important if not vital role in the economy and even for society.
  • We prefer companies that have been around for a long time so that we can see how they coped with periods of hard times.
  • Their financial situation should be sound, earnings should be predictable, and preferably they should be paying a dividend.
  • We always like to meet management face to face (or through videoconference since Covid).

Fee

We charge a yearly fee of 1% payable quarterly (1/4th of 1% per quarter).

For more detailed information on our fees, please see Item 5 – Fees and Compensation of our Form ADV Part 2A available via our firm’s Investment Adviser Public Disclosure page. To receive a copy of our latest form ADV, please email us at office@mason-capital.com.

How Can We Help You?

Consent

Expert Investment Management for Your Financial Growth

We’re here to help and answer any questions that you may have. We look forward to hearing from you.

617-228-5190

office@mason-capital.com