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.

LAKESHORE CAPITAL LLC StockAlpha

-7.3%
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

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
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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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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...
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LAKESHORE CAPITAL LLC Portfolio Concentration

LAKESHORE CAPITAL LLC Location

3755 CORPORATE WOODS DRIVE
SUITE 200
BIRMINGHAM, Alabama
UNITED STATES, 35242

LAKESHORE CAPITAL LLC Contact Information

Phone Number: 205-313-9000
Fax Number: 205-313-1221
Website:

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