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 12/31/19. The fund's latest filing disclosed 288MM in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 12/31/19. The fund's latest filing disclosed 288MM in positions, representing 74% of the manager's regulatory AUM.
LAFAYETTE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LAFAYETTE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 10.42% | Financials | -4.61% | 0.24% | 0 | 28% | ||
| MKL | 7.72% | Financials | 11.85% | 1.31% | 0 | 11% | ||
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FEATURED IN
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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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 Portfolio Concentration
LAFAYETTE Location
17830 NEW HAMPSHIRE AVENUE
SUITE 201
ASHTON, Maryland
UNITED STATES, 20861
SUITE 201
ASHTON, Maryland
UNITED STATES, 20861
LAFAYETTE Contact Information
Phone Number: 301-570-2959
Fax Number: 301-570-1263
Website: null
Fax Number: 301-570-1263
Website: null
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