LAUREL GROVE CAPITAL Overview

Laurel Grove Capital Llc is an investment advisor that manages 248.2 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 175MM in positions, representing 71% of the manager's regulatory AUM.

LAUREL GROVE CAPITAL StockAlpha

-2.6%
Top 25%
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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

LAUREL GROVE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 4.74% Financials 10.33% -0.22% 0 28%
AAPL 4.2% Tech -2.29% 0.01% 0 42%
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FEATURED IN
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LAUREL GROVE CAPITAL Founders and Key Employees

Name Title In Position Since
Marina F. Day Client Relations January-1999
Leora G. Garner President October-1995
Dana M. Tiedt Chief Financial Officer January-2014
Eliot B. Hayes Executive Vice President January-2014
Dana M. Tiedt Chief Compliance Officer December-2003

LAUREL GROVE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

LAUREL GROVE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Before we begin the investment process, we discuss each client’s financial goals, risk tolerance and restrictions to determine the appropriate strategy for their particular portfolio. Asset allocation later may be adjusted due to changes in the client’s situation or as market conditions warrant. We use stocks and bonds, both domestic and international, and cash. Where appropriate, we use mutual funds and exchange-traded funds that allow for diversification.

Laurel Grove Capital, LLC's investment strategy for equities is based on the belief that superior long- term equity returns are best earned by investing in companies that are most likely to grow longer term. This is reflected in our investment style, which focuses on well managed companies in good businesses (i.e., market dominance, positive cash flow, ample opportunities for profitable reinvestment) selling at attractive prices. We do, howeve...
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LAUREL GROVE CAPITAL Portfolio Concentration

LAUREL GROVE CAPITAL Location

1875 CENTURY PARK EAST
SUITE 1970
LOS ANGELES, California
UNITED STATES, 90067

LAUREL GROVE CAPITAL Contact Information

Phone Number: 310-789-0000
Fax Number: 310-789-0022
Website:

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