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 09/30/16. The fund's latest filing disclosed 139MM in positions, representing 48% of the manager's regulatory AUM.

LIPE & DALTON StockAlpha

-4.8%
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

LIPE & DALTON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MDLZ 4.52% Cons. Staples -4.44% -0.08% 0 14%
AIG 4.23% Financials 11.49% -0.48% 0 20%
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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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LIPE & DALTON Portfolio Concentration

LIPE & DALTON Location

109 SOUTH WARREN STREET
SUITE 1107
SYRACUSE, New York
UNITED STATES, 13202

LIPE & DALTON Contact Information

Phone Number: 315-428-8585
Fax Number: 315-428-8589
Website:

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Disclaimer

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