LAIDLAW GROUP LLC Overview

Laidlaw Group Llc is an investment advisor that manages 293 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 06/30/15. The fund's latest filing disclosed 210MM in positions, representing 72% of the manager's regulatory AUM.

LAIDLAW GROUP LLC StockAlpha

+0.6%
Top 25%
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Fundamental & Technical Factor Exposure

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EBIDTA Margin Debt/Assets Hedge Fund Crowding

LAIDLAW GROUP LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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LAIDLAW GROUP LLC Founders and Key Employees

Name Title In Position Since
David K. Laidlaw Managing Director, Chief Compliance Officer September-1998

LAIDLAW GROUP LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

LAIDLAW GROUP LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


The firm manages accounts that are balanced between stocks and bonds and accounts that solely consist of common stocks. Laidlaw Group also manages fixed‐income accounts. Clients with balanced accounts normally desire less volatile portfolios that provide higher levels of current income. Clients that invest in all‐equity accounts typically want higher levels of growth.


For common stocks, Laidlaw Group selects its holdings according to fundamental criteria such as cash flow yields relative to the price of the security. The firm also concentrates its portfolios in common stocks that have lower levels of indebtedness relative to the broader market. For its fixed‐income investments, Laidlaw Group primarily invests in investment grade bonds or Exchange Traded Funds that hold investment grade bonds.


The firm’s managers invest to achieve long‐term total returns and do not tra...
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LAIDLAW GROUP LLC Portfolio Concentration

LAIDLAW GROUP LLC Location

2 DEPOT PLAZA
SUITE 202C
BEDFORD HILLS, New York
UNITED STATES, 10507

LAIDLAW GROUP LLC Contact Information

Phone Number: 914-767-0650
Fax Number: 914-767-0476
Website:

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