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 06/31/18. The fund's latest filing disclosed 470MM in positions, representing 54% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 06/31/18. The fund's latest filing disclosed 470MM in positions, representing 54% of the manager's regulatory AUM.
LAPIDES ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LAPIDES ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VRNT | 4.98% | Tech | 5.12% | 0.1% | 1 | 6% | ||
| CALX | 4.75% | Tech | -10.9% | -0.65% | 21 | 3% | ||
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FEATURED IN
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.
6
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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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.
6
By developing a portfolio of ignored, neglected, or misunderstood investments, LAM’s goal is to build wealth without assuming a high leve...
Unlock Full Investment Process Description
LAPIDES ASSET Portfolio Concentration
LAPIDES ASSET Location
500 WEST PUTNAM AVENUE
4TH FLOOR
GREENWICH, Connecticut
UNITED STATES, 06830
4TH FLOOR
GREENWICH, Connecticut
UNITED STATES, 06830
LAPIDES ASSET Contact Information
Phone Number: 203-422-7202
Fax Number: 203-422-7205
Website: http://www.lapides-am.com
Fax Number: 203-422-7205
Website: http://www.lapides-am.com
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