Mark Massey

Great companies pass the test of time by constantly increasing their value—like a savings account, but with a much better return.
— Mark Massey
- Country
-
United States - Type
- 💎 Value Investor
- Company
- Altarock Partners
- Born
Profile
Mark Massey is the head of AltaRock Partners and oversees the AltaRock Fund. With over thirty years of investment experience, Massey began his journey, influenced by his fathers passion for investing. His career began after graduating from college in 1986 as an equity analyst at Fidelity Investments in Boston.
Under Masseys leadership, the AltaRock Fund has achieved impressive results, accumulating capital at a net annualized rate of 12% since its inception over 12 years ago. This performance exceeds the annualized performance of the S&P 500 Index by more than 500 basis points.
Masseys interest in investing was sparked by his father, who frequently discussed stocks at the dinner table. His experience at a local Merrill Lynch office during high school and college provided important insights into the Wall Street ecosystem.
Top 5 Positions View full portfolio
Company | Shares | Market value | Share price |
---|---|---|---|
TransDigm Group Incorporated | 980K | $1.4B | $1.4K |
Amazon.com, Inc. | 5.2M | $990M | $190 |
Microsoft Corporation | 2.6M | $968M | $375 |
Alphabet Inc. | 3.5M | $534M | $155 |
Moody's Corporation | 951K | $443M | $466 |
Recent Transactions View all
Date | Company | Shares change | Transaction type |
---|---|---|---|
Amazon.com, Inc. | -76K | SELL | |
Alphabet Inc. | -26K | SELL | |
Visa Inc. | -25K | SELL | |
Microsoft Corporation | +687K | BUY | |
TransDigm Group Incorporated | -21K | SELL |