LAPIDES ASSET Overview

Lapides Asset Management Llc is a hedge fund that manages 874.5 MM dollars in regulatory AUM and has 12 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 587MM in positions, representing 67% of the manager's regulatory AUM.

LAPIDES ASSET StockAlpha

-2.4%
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

LAPIDES ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MTX 4.64% Materials 12.89% 0.3% 1 7%
HUN 4.61% Materials 20.04% 0.54% 0 9%
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FEATURED IN
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LAPIDES ASSET Founders and Key Employees

Name Title In Position Since
Steven M. Wilson Managing Member June-2005
Glenn Sussman Income Member September-2012
James F. Betz Chief Operating Officer And Chief Compliance Officer July-2006
Antoinette Pellegrino-Francis Vice President Of Adminstration January-2011

LAPIDES ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

LAPIDES ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Methods of Analysis and Investment Strategies.


LAM is a single strategy firm employing a fundamental, research-intensive process. We offer five distinct products targeting investments for portfolios of micro cap companies, concentrated portfolios of smaller cap companies, a smaller cap portfolio, a focused portfolio of small/mid cap companies and an income portfolio focused on securities of smaller cap companies.

The firm’s investment objective is to achieve superior capital appreciation over the long term while mitigating risk. LAM seeks to achieve this objective by investing in securities of companies that our research indicates are significantly undervalued and offer the potential for material long-term appreciation.



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By developing a portfolio of ignored, neglected, or misunderstood investments, LAM’s goal is to build wealth without assuming a high leve...
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LAPIDES ASSET Portfolio Concentration

LAPIDES ASSET Location

500 WEST PUTNAM AVENUE
4TH FLOOR
GREENWICH, Connecticut
UNITED STATES, 06830

LAPIDES ASSET Contact Information

Phone Number: 203-422-7202
Fax Number: 203-422-7205
Website:

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