LIPE & DALTON Overview
Lipe & Dalton is an investment advisor that manages 292.2 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 175MM in positions, representing 60% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 175MM in positions, representing 60% of the manager's regulatory AUM.
LIPE & DALTON StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LIPE & DALTON Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.97% | Tech | 9.89% | -0.01% | 0 | 45% | ||
| BA | 4% | Industrials | 2.3% | 0.03% | 0 | 26% | ||
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FEATURED IN
LIPE & DALTON Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Willard C. Lipe | Chief Executive Officer | August-2004 |
| Patrick Dalton | President/Chief Compliance Officer | August-2004 |
LIPE & DALTON Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LIPE & DALTON Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We 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
7
to sell).
Fundamental analysis does not attempt to anticipate market movements. This 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.
Quantitative Analysis. We use mathematical models in an attempt to obtain more accurate measu...
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METHODS OF ANALYSIS
We 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
7
to sell).
Fundamental analysis does not attempt to anticipate market movements. This 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.
Quantitative Analysis. We use mathematical models in an attempt to obtain more accurate measu...
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LIPE & DALTON Portfolio Concentration
LIPE & DALTON Location
109 SOUTH WARREN STREET
SUITE 1107
SYRACUSE, New York
UNITED STATES, 13202
SUITE 1107
SYRACUSE, New York
UNITED STATES, 13202
LIPE & DALTON Contact Information
Phone Number: 315-428-8585
Fax Number: 315-428-8589
Website: http://www.lipeanddalton.com
Fax Number: 315-428-8589
Website: http://www.lipeanddalton.com
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Disclaimer
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