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 09/30/16. The fund's latest filing disclosed 315MM in positions, representing 43% of the manager's regulatory AUM.

LAFFER INVESTMENTS 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

LAFFER INVESTMENTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.61% Tech -2.29% 0.01% 0 42%
MSFT 3.03% Tech 3.56% 0.19% 0 36%
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FEATURED IN
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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

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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LAFFER INVESTMENTS Portfolio Concentration

LAFFER INVESTMENTS Location

103 MURPHY COURT
NASHVILLE, Tennessee
UNITED STATES, 37203

LAFFER INVESTMENTS Contact Information

Phone Number: 615-460-0100
Fax Number: 615-460-0102
Website:

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