LATEEF INVESTMENT Overview
Lateef Investment Management L.p. is an investment advisor that manages 5.3 BN dollars in regulatory AUM and has 31 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 802MM in positions, representing 15% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 802MM in positions, representing 15% of the manager's regulatory AUM.
LATEEF INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LATEEF INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PANW | 6.72% | Tech | 10.19% | 0.07% | 0 | 18% | ||
| PGR | 6.41% | Financials | -8.44% | -0.68% | 0 | 14% | ||
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FEATURED IN
LATEEF INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Quoc K. Tran | Limited Partner | January-2007 |
| Jennifer L. Lavin | Limited Partner | April-2008 |
| James M. Tarkenton | Limited Partner | February-2009 |
| Matthew F. Sauer | Limited Partner | December-2012 |
| Heather N. Slate | Chief Compliance Officer | December-2012 |
| Emily M. Eisenbarth | Limited Partner/Chief Operating Officer | December-2013 |
| Eric A. Winterhalter | Limited Partner | December-2014 |
LATEEF INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LATEEF INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Lateef’s primary method of analysis is fundamental analysis. Sources of information used by Lateef include financial newspapers and magazines, inspection of corporate activities, research materials prepared by others, corporate ratings series, annual reports, prospectuses, filings with the Securities and Exchange Commission and company press releases.
The California Investment Platform relies heavily on our own intensive fundamental research. We visit with the management of the companies in which we invest and their competitors when appropriate, including visits to their corporate offices. We feel our direct interaction with management teams coupled with our proprietary due diligence process offers a better understanding and deeper conviction in the company’s competitive advantage and risks.
Investing in securities involves risk of loss that clients should be prepared to bear.
ITEM 9 â€...
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Lateef’s primary method of analysis is fundamental analysis. Sources of information used by Lateef include financial newspapers and magazines, inspection of corporate activities, research materials prepared by others, corporate ratings series, annual reports, prospectuses, filings with the Securities and Exchange Commission and company press releases.
The California Investment Platform relies heavily on our own intensive fundamental research. We visit with the management of the companies in which we invest and their competitors when appropriate, including visits to their corporate offices. We feel our direct interaction with management teams coupled with our proprietary due diligence process offers a better understanding and deeper conviction in the company’s competitive advantage and risks.
Investing in securities involves risk of loss that clients should be prepared to bear.
ITEM 9 â€...
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LATEEF INVESTMENT Portfolio Concentration
LATEEF INVESTMENT Location
300 DRAKES LANDING ROAD
SUITE 210
GREENBRAE, California
UNITED STATES, 94904-3123
SUITE 210
GREENBRAE, California
UNITED STATES, 94904-3123
LATEEF INVESTMENT Contact Information
Phone Number: 415-461-3800
Fax Number: 415-461-0436
Website: http://www.lateef.com
Fax Number: 415-461-0436
Website: http://www.lateef.com
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