LAFFER INVESTMENTS Overview
Laffer Investments is an investment advisor that manages 725.1 MM dollars in regulatory AUM and has 15 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/04 to 03/31/23. The fund's latest filing disclosed 306MM in positions, representing 42% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/04 to 03/31/23. The fund's latest filing disclosed 306MM in positions, representing 42% of the manager's regulatory AUM.
LAFFER INVESTMENTS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LAFFER INVESTMENTS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 2.92% | Tech | 15.47% | 0.18% | 0 | 53% | ||
| AVGO | 2.66% | Tech | 0% | -0.24% | 0 | 27% | ||
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FEATURED IN
LAFFER INVESTMENTS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Arthur B. Laffer | Chairman/Director | October-1999 |
| Arthur B. Laffer | President & Chief Compliance Officer/Director | October-1999 |
| Rachel V. Laffer | Shareholder | August-2000 |
| Tricia M. Altree | Shareholder | August-2000 |
| Molly B. Rembert | Shareholder | August-2000 |
| Justin C. Laffer | Shareholder | August-2000 |
| Allison B. Laffer | Shareholder | August-2000 |
LAFFER INVESTMENTS Brokers, Custodians, Auditors and Administrators
| Type | Company |
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LAFFER INVESTMENTS Investment Strategy
Item 8 contains a discussion of the primary risks associated with these investment strategies. However, it is not possible to identify all of the risks associated with investing and the particular risks applicable to a client account will depend on the nature of the account, its investment strategy or strategies and the types of securities held in the account.
While Laffer Investments seeks to manage accounts so that risks are appropriate to the return potential for the strategy, it is often not possible or desirable to fully mitigate all risks. Almost any investment includes the risk of loss and there can be no guarantee that a particular level of return will be achieved. Clients and Investors in Mutual Funds should understand that they could lose some or all of their investment and should be prepared to bear the risk of such potential loss.
Clients and Investors should be aware that while Laffer Investments does not limit its advice to particular ty...
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While Laffer Investments seeks to manage accounts so that risks are appropriate to the return potential for the strategy, it is often not possible or desirable to fully mitigate all risks. Almost any investment includes the risk of loss and there can be no guarantee that a particular level of return will be achieved. Clients and Investors in Mutual Funds should understand that they could lose some or all of their investment and should be prepared to bear the risk of such potential loss.
Clients and Investors should be aware that while Laffer Investments does not limit its advice to particular ty...
Unlock Full Investment Process Description
LAFFER INVESTMENTS Portfolio Concentration
LAFFER INVESTMENTS Location
103 MURPHY COURT
NASHVILLE, Tennessee
UNITED STATES, 37203
NASHVILLE, Tennessee
UNITED STATES, 37203
LAFFER INVESTMENTS Contact Information
Phone Number: 615-460-0100
Fax Number: 615-460-0102
Website: null
Fax Number: 615-460-0102
Website: null
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