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 03/31/21. The fund's latest filing disclosed 547MM in positions, representing 111% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 547MM in positions, representing 111% of the manager's regulatory AUM.
D L CARLSON INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
D L CARLSON INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.02% | Tech | 21.83% | 0.22% | 0 | 0% | ||
| MSFT | 4.21% | Tech | 23.15% | 0.27% | 0 | 0% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
D L CARLSON INVESTMENT Portfolio Concentration
D L CARLSON INVESTMENT Location
101 N. STATE STREET
CONCORD, New Hampshire
UNITED STATES, 03301
CONCORD, New Hampshire
UNITED STATES, 03301
D L CARLSON INVESTMENT Contact Information
Phone Number: 603-224-5977
Fax Number: 603-226-2156
Website: http://www.carlsoninvest.com
Fax Number: 603-226-2156
Website: http://www.carlsoninvest.com
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