CYPRESS ASSET Overview

Cypress Asset Managment Inc is an investment advisor that manages 578.2 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 502MM in positions, representing 87% of the manager's regulatory AUM.

CYPRESS ASSET StockAlpha

-2.3%
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

CYPRESS ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.99% Tech -2.99% -0.05% 0 42%
PEP 2.97% Cons. Staples -6.73% -0.06% 0 25%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

CYPRESS ASSET Founders and Key Employees

Name Title In Position Since
William Garwood President March-1996
Frank P. Lee Chief Operating Officer March-1996
Hector F. Flores Chief Compliance Officer February-2010
William L. Garwood Vice President October-2012
Michael E. Mahoney President & Chief Compliance Officer September-2007
Theresa E. Mahoney Secretary & Treasurer July-2008

CYPRESS ASSET Brokers, Custodians, Auditors and Administrators

Type Company

CYPRESS ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss .................................................. 10

ITEM 9 ‐ ...
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CYPRESS ASSET Portfolio Concentration

CYPRESS ASSET Location

4545 POST OAK PLACE DRIVE
SUITE 205
HOUSTON, Texas
UNITED STATES, 77027

CYPRESS ASSET Contact Information

Phone Number: 713-512-2100
Fax Number: 713-512-2105
Website:

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