LAKESHORE CAPITAL LLC Overview
Lakeshore Capital Llc is an investment advisor that manages 95.5 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 09/30/15. The fund's latest filing disclosed 46MM in positions, representing 48% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 09/30/15. The fund's latest filing disclosed 46MM in positions, representing 48% of the manager's regulatory AUM.
LAKESHORE CAPITAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LAKESHORE CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
LAKESHORE CAPITAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joel F. Conn | President / Chief Compliance Officer | July-2004 |
| James B. Knight | Owner | January-2007 |
LAKESHORE CAPITAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LAKESHORE CAPITAL LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Lakeshore’s methods of analysis include fundamental and cyclical approaches. The sources of information used can include, among other things, financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the SEC and
company press releases.
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02119139.2
Investment Strategies
Lakeshore looks for emerging, overlooked investment themes and employs proprietary fundamental analysis to identify related companies that have the potential to provide superior long-term performance.
Security Selection:
We actively follow approximately 100 U.S. companies with market caps of at least $500 million searching for companies that are judged to combine attractiv...
Get the Full Report
Methods of Analysis
Lakeshore’s methods of analysis include fundamental and cyclical approaches. The sources of information used can include, among other things, financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the SEC and
company press releases.
- 6 -
02119139.2
Investment Strategies
Lakeshore looks for emerging, overlooked investment themes and employs proprietary fundamental analysis to identify related companies that have the potential to provide superior long-term performance.
Security Selection:
We actively follow approximately 100 U.S. companies with market caps of at least $500 million searching for companies that are judged to combine attractiv...
Get the Full Report
LAKESHORE CAPITAL LLC Portfolio Concentration
LAKESHORE CAPITAL LLC Location
3755 CORPORATE WOODS DRIVE
SUITE 200
BIRMINGHAM, Alabama
UNITED STATES, 35242
SUITE 200
BIRMINGHAM, Alabama
UNITED STATES, 35242
LAKESHORE CAPITAL LLC Contact Information
Phone Number: 205-313-9000
Fax Number: 205-313-1221
Website: http://www.lakeshorecapitalllc.com
Fax Number: 205-313-1221
Website: http://www.lakeshorecapitalllc.com
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