CYPRESS CAPITAL Overview
Cypress Capital Management Llc (wy) is an investment advisor that manages 99.7 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 129MM in positions, representing 130% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 129MM in positions, representing 130% of the manager's regulatory AUM.
CYPRESS CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CYPRESS CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 12.29% | Tech | 9.3% | 0.14% | 0 | 0% | ||
| FIBK | 5.21% | Financials | 0.03% | -0.5% | 1 | 0% | ||
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FEATURED IN
CYPRESS CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William B. Ebzery | Managing Member | February-2004 |
| Matthew M. Ebzery | Managing Member | January-2010 |
| Stephanie A. Wagner | Chief Compliance Officer | April-2015 |
CYPRESS CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CYPRESS CAPITAL Investment Strategy
Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss
A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.
Cypress takes an in-depth approach to researching and understanding securities of an issuer and its parent company. Cypress advisors formally meet bi-monthly to discuss new and current stock portfolios, and informally day to day. Security analysis methods include fundamental analysis, technical analysis, and cyclical analysis.
In our analysis process we use many different sources of information. Our main sources of information include the following:
Financial newspapers, magazines & television
Research of corporate activities
Research materials prepared by third parties
Corporate rating services
Annual reports, pro...
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A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.
Cypress takes an in-depth approach to researching and understanding securities of an issuer and its parent company. Cypress advisors formally meet bi-monthly to discuss new and current stock portfolios, and informally day to day. Security analysis methods include fundamental analysis, technical analysis, and cyclical analysis.
In our analysis process we use many different sources of information. Our main sources of information include the following:
Financial newspapers, magazines & television
Research of corporate activities
Research materials prepared by third parties
Corporate rating services
Annual reports, pro...
Unlock Full Investment Process Description
CYPRESS CAPITAL Portfolio Concentration
CYPRESS CAPITAL Location
312 WHITNEY LANE SUITE 1A
SHERIDAN, Wyoming
UNITED STATES, 82801
SHERIDAN, Wyoming
UNITED STATES, 82801
CYPRESS CAPITAL Contact Information
Phone Number: 307-674-1770
Fax Number: 307-674-1772
Website: null
Fax Number: 307-674-1772
Website: null
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