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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 46% of the manager's regulatory AUM.

LATEEF INVESTMENT StockAlpha

-5%
Top 25%
3yr StockAlpha Register for more...

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

LATEEF INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GOOGL 7.17% Tech -3.21% -0.13% 0 34%
FB 6.84% Tech -8.45% -0.48% 0 37%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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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.

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LATEEF INVESTMENT Portfolio Concentration

LATEEF INVESTMENT Location

300 DRAKES LANDING ROAD
SUITE 210
GREENBRAE, California
UNITED STATES, 94904-3123

LATEEF INVESTMENT Contact Information

Phone Number: 415-461-3800
Fax Number: 415-461-0436
Website:

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