D L CARLSON INVESTMENT Overview

D L Carlson Investment Group Inc is an investment advisor that manages 490.5 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 288MM in positions, representing 59% of the manager's regulatory AUM.

D L CARLSON INVESTMENT StockAlpha

-1.4%
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

D L CARLSON INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.02% Tech -2.29% 0.01% 0 42%
MSFT 2.53% Tech 3.56% 0.16% 0 36%
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FEATURED IN
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D L CARLSON INVESTMENT Founders and Key Employees

Name Title In Position Since
Rosamond C. Carlson Treasurer March-2006
David L. Carlson President/Director April-1989
James R. Mullins Chief Compliance Officers/Director September-2004
Amy E. Carlson Owner December-2004
Peter D. Carlson Owner January-2005
Jennifer C. Mullins Owner December-2004
Brian J. Presti Owner December-2008

D L CARLSON INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

D L CARLSON INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
D.L. Carlson Investment Group, Inc. predominantly uses fundamental analysis when selecting investments. However, applicant may look at a variety of other factors, which may influence the investment decision. These factors include possible technical information and any other information available.

The main sources of information include research materials prepared by others, discussions directly with company representatives, financial newspapers and magazines, inspections of corporate activities, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company
press releases.


Investment Strategies
The primary investment strategies used on client accounts include long-term purchases, short-term purchases, trading, margin transactions, and option writing (including
covered options, uncovered options or spr...
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D L CARLSON INVESTMENT Portfolio Concentration

D L CARLSON INVESTMENT Location

101 N. STATE STREET
CONCORD, New Hampshire
UNITED STATES, 03301

D L CARLSON INVESTMENT Contact Information

Phone Number: 603-224-5977
Fax Number: 603-226-2156
Website:

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