LEE DANNER & BASS INC Overview

Lee Danner & Bass Inc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 821MM in positions, representing 68% of the manager's regulatory AUM.

LEE DANNER & BASS INC StockAlpha

-1.8%
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

LEE DANNER & BASS INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FRFHF 11.81% Financials -20.5% -3.5% 49 0%
BRK.B 10.47% Financials 14% -0.48% 0 28%
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LEE DANNER & BASS INC Founders and Key Employees

Name Title In Position Since
Francis M. Bass Chairman/ Director March-2012
Mark B. Smith Chief Compliance Officer/ Secretary/ Treasurer/ Director April-1996
Lawson C. Allen President/ Director March-2012
Francis M. Bass Vice-President/ Director April-2005
Ernest N. Williams Vice President/ Director January-2007

LEE DANNER & BASS INC Brokers, Custodians, Auditors and Administrators

Type Company

LEE DANNER & BASS INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Investment Strategies

Our goal as an investment manager is to preserve and enhance our Clients’ capital. We seek to achieve the highest possible investment return for our Clients, consistent with their individual objectives and constraints.

Preservation of capital and purchasing power is an integral part of capital enhancement. Investing in securities involves risk of loss that Clients should be prepared to bear. LDB invests in stocks, bonds, mutual funds, ETFs, options, and cash equivalent money market instruments. The diminution or loss of capital, albeit only temporary, can impair long-term investment results. We are long-term investors, not short-term traders. LDB does not generally seek short term trading gains, sell short, or purchase securities on margin which involves frequent trading and can affect investment performance. Option strategies are limited generally to the sale of ...
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LEE DANNER & BASS INC Portfolio Concentration

LEE DANNER & BASS INC Location

3100 WEST END AVENUE
SUITE 1250
NASHVILLE, Tennessee
UNITED STATES, 37203

LEE DANNER & BASS INC Contact Information

Phone Number: 615-244-7775
Fax Number: 615-244-5778
Website:

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