LAU ASSOCIATES LLC Overview

Lau Associates Llc is an investment advisor that manages 531.7 MM dollars in regulatory AUM and has 12 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/02 to 09/30/16. The fund's latest filing disclosed 98MM in positions, representing 18% of the manager's regulatory AUM.

LAU ASSOCIATES LLC StockAlpha

+0.8%
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

LAU ASSOCIATES LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 6.38% Tech -2.29% 0.01% 0 42%
PEP 6.19% Cons. Staples -6.83% -0.12% 0 25%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

LAU ASSOCIATES LLC Founders and Key Employees

Name Title In Position Since
Judith W. Lau Chief Compliance Officer October-2004
Judith W. Lau President And Manager July-2008
Halberstadt L. Geoffrey Secretary And Manager July-2008
Lucinda L. Peterson Treasurer And Manager November-2008
Jorge R. Rueda Chief Executive Officer September-2011
Harry R. Madeira Director And Manager December-2014

LAU ASSOCIATES LLC Brokers, Custodians, Auditors and Administrators

Type Company

LAU ASSOCIATES LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)
• Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)



Please Note: Investment Risk. Differen...
Unlock Full Investment Process Description

LAU ASSOCIATES LLC Portfolio Concentration

LAU ASSOCIATES LLC Location

20 MONTCHANIN ROAD
SUITE 110
GREENVILLE, Delaware
UNITED STATES, 19807

LAU ASSOCIATES LLC Contact Information

Phone Number: 302-792-5955
Fax Number: 302-792-1833
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A