LATHROP INVESTMENT Overview
Lathrop Investment Management Corp is an investment advisor that manages 478.4 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 09/30/21. The fund's latest filing disclosed 468MM in positions, representing 98% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 09/30/21. The fund's latest filing disclosed 468MM in positions, representing 98% of the manager's regulatory AUM.
LATHROP INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LATHROP INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.34% | Tech | 19.44% | 0.39% | 0 | 45% | ||
| TMO | 4.4% | Health | 11.19% | 0.27% | 0 | 25% | ||
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FEATURED IN
LATHROP INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gregory C. Lathrop | President | April-1981 |
| Andrew A. Lagrone | Chief Compliance Officer | November-2003 |
LATHROP INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LATHROP INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We counsel clients to tailor an investment policy appropriate to their unique needs and circumstances. As a result, each client’s asset allocation is based on his or her specific return objective, liquidity preferences and risk tolerance.
We employ fundamental analysis to evaluate the merits of potential securities utilized in client portfolios. Our security selection is based primarily on three factors using our own disciplined stock selection process. We focus on forward potential for earnings, free cash flows and financial strength. Our team conducts its own research and supplements it with research provided by international, national and regional brokerage firms and other sources. Valuation analysis is then utilized to further identify those investments that appear to be attractively valued. Finally, our long-term outlook and our assessment of current market trends guides our purchase and sale decisions...
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We counsel clients to tailor an investment policy appropriate to their unique needs and circumstances. As a result, each client’s asset allocation is based on his or her specific return objective, liquidity preferences and risk tolerance.
We employ fundamental analysis to evaluate the merits of potential securities utilized in client portfolios. Our security selection is based primarily on three factors using our own disciplined stock selection process. We focus on forward potential for earnings, free cash flows and financial strength. Our team conducts its own research and supplements it with research provided by international, national and regional brokerage firms and other sources. Valuation analysis is then utilized to further identify those investments that appear to be attractively valued. Finally, our long-term outlook and our assessment of current market trends guides our purchase and sale decisions...
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LATHROP INVESTMENT Portfolio Concentration
LATHROP INVESTMENT Location
10 CORPORATE HILL DRIVE
SUITE 225
LITTLE ROCK, Arkansas
UNITED STATES, 72205
SUITE 225
LITTLE ROCK, Arkansas
UNITED STATES, 72205
LATHROP INVESTMENT Contact Information
Phone Number: 501-227-4930
Fax Number: 501-227-7630
Website: http://www.limc.com
Fax Number: 501-227-7630
Website: http://www.limc.com
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