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 09/30/16. The fund's latest filing disclosed 78MM in positions, representing 78% of the manager's regulatory AUM.

CYPRESS CAPITAL StockAlpha

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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 CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MO 12.07% Cons. Staples 3.45% 0.81% 0 22%
CELG 8.24% Health 7.78% 1.3% 0 20%
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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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CYPRESS CAPITAL Portfolio Concentration

CYPRESS CAPITAL Location

312 WHITNEY LANE SUITE 1A
SHERIDAN, Wyoming
UNITED STATES, 82801

CYPRESS CAPITAL Contact Information

Phone Number: 307-674-1770
Fax Number: 307-674-1772
Website:

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