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 12/31/19. The fund's latest filing disclosed 201MM in positions, representing 38% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/02 to 12/31/19. The fund's latest filing disclosed 201MM in positions, representing 38% of the manager's regulatory AUM.
LAU ASSOCIATES LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LAU ASSOCIATES LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
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...
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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...
Get the Full Report
LAU ASSOCIATES LLC Portfolio Concentration
LAU ASSOCIATES LLC Location
20 MONTCHANIN ROAD
SUITE 110
GREENVILLE, Delaware
UNITED STATES, 19807
SUITE 110
GREENVILLE, Delaware
UNITED STATES, 19807
LAU ASSOCIATES LLC Contact Information
Phone Number: 302-792-5955
Fax Number: 302-792-1833
Website: http://www.lauassociates.net
Fax Number: 302-792-1833
Website: http://www.lauassociates.net
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