LAFAYETTE Overview

Lafayette Investments Inc. is an investment advisor that manages 391 MM dollars in regulatory AUM and has 10 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 242MM in positions, representing 62% of the manager's regulatory AUM.

LAFAYETTE StockAlpha

-1%
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

LAFAYETTE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 8.99% Financials 13.59% -0.54% 0 28%
MKL 8.55% Financials -4.96% -1.94% 0 8%
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FEATURED IN
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LAFAYETTE Founders and Key Employees

Name Title In Position Since
Lawrence Judge Shareholder/Pres./ Dir./Co-Chief Compliance Ofcr. May-1988
Charles Collin Wakeley Shareholder/ Vp October-1989
Scott Hathaway Dinn Shareholder/ Director/ Vp February-1996
Linda Elizabeth Laprade Shareholder/Chief Compliance Officer October-2004
Mark Hughes Shareholder/ Director/ Vp February-2006
Robert Adams Noyes Shareholder/Treasurer September-2011
Scott Matthew Stroud Shareholder September-2011
Ryan Michael Klinger Shareholder September-2011

LAFAYETTE Brokers, Custodians, Auditors and Administrators

Type Company

LAFAYETTE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
FORM ADV Part 2A, Item 8

Methods of Analysis
Lafayette may use the following methods of analysis or investment strategies in formulating our investment advice and /or managing client assets:

 Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.



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Lafayette Investments, Inc. <...
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LAFAYETTE Portfolio Concentration

LAFAYETTE Location

17830 NEW HAMPSHIRE AVENUE
SUITE 201
ASHTON, Maryland
UNITED STATES, 20861

LAFAYETTE Contact Information

Phone Number: 301-570-2959
Fax Number: 301-570-1263
Website:

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