LEHMAN FINANCIAL Overview

Lehman Financial Resources Inc. is an investment advisor that manages 467 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 173MM in positions, representing 37% of the manager's regulatory AUM.

LEHMAN FINANCIAL 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

LEHMAN FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NEE 19.64% Utilities -4.04% -0.38% 0 16%
NEP 8.01% Energy -8.32% -1.19% 1 3%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

LEHMAN FINANCIAL Founders and Key Employees

Name Title In Position Since
Jeffrey I. Lehman President January-2006
Richard D. Derafelo Chief Compliance Officer January-2008

LEHMAN FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

LEHMAN FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:






8

©2012 National Compliance Services 800-800-3204
• Charting Analysis - involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends.
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such
as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The re...
Get the Full Report

LEHMAN FINANCIAL Portfolio Concentration

LEHMAN FINANCIAL Location

1215 WEST BALTIMORE PIKE
SUITE 8
MEDIA, Pennsylvania
UNITED STATES, 19063

LEHMAN FINANCIAL Contact Information

Phone Number: 610-565-2343
Fax Number: 610-565-2513
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 B