LINCOLN CAPITAL LLC Overview

Lincoln Capital Llc is an investment advisor that manages 197.1 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 135MM in positions, representing 69% of the manager's regulatory AUM.

LINCOLN CAPITAL LLC StockAlpha

-3.4%
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

LINCOLN CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MKL 8.66% Financials -5.56% -1.65% 0 8%
BRK.B 6.91% Financials 10.33% -0.31% 0 28%
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LINCOLN CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Judd A. Norman Managing Member July-2005
Cynthia S. Hahn Chief Compliance Officer June-2013

LINCOLN CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company

LINCOLN CAPITAL LLC Investment Strategy

Item 8: Methods of Analysis, Investment Strategies & Risk of Loss


Methods of Analysis

We may use the following methods of analysis in formulating our investment advice and/or managing client assets:

 Fundamental Analysis: We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell). Fundamental analysis does not attempt to anticipate market movements. This



8
presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Investment Strategies We Use:

We use the following strategies in...
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LINCOLN CAPITAL LLC Portfolio Concentration

LINCOLN CAPITAL LLC Location

8055 O STREET, SUITE 125
LINCOLN, Nebraska
UNITED STATES, 68510

LINCOLN CAPITAL LLC Contact Information

Phone Number: (877) 731-1400
Fax Number: 402-483-1402
Website:

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