KELLY LAWRENCE W & Overview

Kelly Lawrence W & Associates Inc is an investment advisor that manages 652.1 MM dollars in regulatory AUM and has 6 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 467MM in positions, representing 72% of the manager's regulatory AUM.

KELLY LAWRENCE W & StockAlpha

-3.7%
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

KELLY LAWRENCE W & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.37% Tech -2.24% -0.06% 0 42%
PEP 3.77% Cons. Staples -5.95% -0.06% 0 25%
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KELLY LAWRENCE W & Founders and Key Employees

Name Title In Position Since
Lawrence W. Kelly Chairman, Director December-1979
Nicholas J. Welsh Chief Executive Officer, Director And Shareholder October-2004
Michael C. Stewart Chief Compliance Officer September-2013

KELLY LAWRENCE W & Brokers, Custodians, Auditors and Administrators

Type Company

KELLY LAWRENCE W & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


LK&A primarily selects larger-capitalization stocks with histories of strong long-term earnings growth for our clients’ equity portfolios. Our equity investment strategy focuses on long term purchases with securities usually being held at least one year. Client equity portfolios are relatively concentrated with typically less than 40 individual stocks per client portfolio. For clients with multiple accounts with us, all the accounts are typically managed as a single portfolio. LK&A buys for client portfolios U.S. listed common and preferred stocks, stocks listed on foreign exchanges and American Depository Receipts (ADRs). We do not typically invest in mutual funds, exchange traded funds, options or derivatives.

LK&A selects portfolio securities based on fundamental analysis and firm generated research and stock screens. We also use brokerage firm research, investment news services, ...
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KELLY LAWRENCE W & Portfolio Concentration

KELLY LAWRENCE W & Location

199 SOUTH LOS ROBLES AVENUE
SUITE 850
PASADENA, California
UNITED STATES, 91101-2461

KELLY LAWRENCE W & Contact Information

Phone Number: 626/449-9500
Fax Number: 626/449-9566
Website:

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