ALLEY COMPANY LLC Overview

Alley Company Llc is an investment advisor that manages 407.6 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 224MM in positions, representing 55% of the manager's regulatory AUM.

ALLEY COMPANY LLC StockAlpha

-0.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ALLEY COMPANY LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LQD 4.01% ETF -4.55% -0.21% 0 4%
CSJ 3.22% ETF -0.47% -0.04% 0 6%
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ALLEY COMPANY LLC Founders and Key Employees

Name Title In Position Since
Steven J. Alley President/Chief Compliance Officer March-1998

ALLEY COMPANY LLC Brokers, Custodians, Auditors and Administrators

Type Company

ALLEY COMPANY LLC Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss


Regulations concerning the use of margin leverage are established by the Federal Reserve Board and vary if the client’s account is held at a broker-dealer versus a bank custodian. Broker-dealers and bank custodians may apply more stringent rules as they deem necessary.

B.2. Short-Term Trading

Although Alley Company, as a general business practice, does not utilize short-term trading, there may be instances in which short-term trading may be necessary or an appropriate strategy. In this regard, please read the following:

There is an inherent risk for clients who trade frequently in that high-frequency trading creates substantial transaction costs that in the aggregate could negatively impact account performance.

B.3. Option Strategies

Various option strategies give the holder the right to acquire or sell underlying securities at the contract strike price up...
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ALLEY COMPANY LLC Portfolio Concentration

ALLEY COMPANY LLC Location

585 BANK LANE
SUITE 2400
LAKE FOREST, Illinois
UNITED STATES, 60045

ALLEY COMPANY LLC Contact Information

Phone Number: 847-482-0938
Fax Number: 847-482-1237
Website:

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