Mason Capital Partners

Mason Capital Partners provides portfolio management to both individual and institutional clients through separately managed accounts and by acting as adviser to partnerships and pooled investment vehicles. The firm offers an income-with-growth strategy that allocates roughly two‑thirds to three‑quarters of assets to equities and the remainder to fixed income, and serves retail clients, high‑net‑worth individuals, and institutional entities.

The firm’s investment process relies on fundamental company analysis, valuation principles, and credit review, with an emphasis on dividends, controlled position sizes, and low turnover; bonds are generally held to maturity with average maturities targeted between three and six years. Mason Capital Partners conducts extensive management meetings — meeting with hundreds of company executives annually — and makes its internal research notes available to certain clients.

A notable distinction is the firm’s role as a private fund adviser and general partner for limited partnerships and pooled vehicles, with the ADV disclosing 92 partnership sub‑accounts and related custody arrangements subject to annual surprise audits. This combination of pooled‑vehicle management and direct institutional responsibilities alongside a small advisory team is less common for firms in this category.