LS INVESTMENT Overview
Ls Investment Advisors Llc is an investment advisor that manages 3.1 BN dollars in regulatory AUM and has 12 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 57% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 57% of the manager's regulatory AUM.
LS INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LS INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.5% | Tech | 9.97% | 0% | 0 | 36% | ||
| IVV | 5.37% | ETF | 12.71% | -0.01% | 0 | 10% | ||
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FEATURED IN
LS INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William F. Camp | Managing Member/Managing Partner/President/Chief Compliance Officer | February-2008 |
| Mark A. Shank | Member/Managing Partner/Chief Investment Officer | February-2008 |
| Karen L. Mcclintock | Member/Managing Partner | February-2008 |
| Jay E. Van Cleave | Member/Partner | February-2008 |
| Kristine M. Hollister | Member/Partner/Director, Business Management | June-2008 |
| Joann L. Kayser | Member/Partner/Director, Operations | June-2008 |
| Daniel J. Kostaroff | Member/Partner | June-2008 |
LS INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LS INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
For our active strategies, we use fundamental analysis to evaluate equity and fixed income investments for our clients. Fundamental analysis is a technique that attempts to determine a security’s value by focusing on the financial well-being of an economic entity as opposed to only the price movement of its securities. In the course of our analysis, we may review a company’s financial statements and consider factors including, but not limited to, the company’s revenue growth, the company’s profitability, the company’s competitive position and the company’s ability to repay its debts. Because it can take time for a company's value to be reflected in the market, the risk associated with this method of analysis is that a gain is not realized until the price of the company’s securities rises to the company’s true value.
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METHODS OF ANALYSIS
For our active strategies, we use fundamental analysis to evaluate equity and fixed income investments for our clients. Fundamental analysis is a technique that attempts to determine a security’s value by focusing on the financial well-being of an economic entity as opposed to only the price movement of its securities. In the course of our analysis, we may review a company’s financial statements and consider factors including, but not limited to, the company’s revenue growth, the company’s profitability, the company’s competitive position and the company’s ability to repay its debts. Because it can take time for a company's value to be reflected in the market, the risk associated with this method of analysis is that a gain is not realized until the price of the company’s securities rises to the company’s true value.
Through a Services and Research Sharing Agreeme...
Unlock Full Investment Process Description
LS INVESTMENT Portfolio Concentration
LS INVESTMENT Location
39533 WOODWARD AVENUE
SUITE 302
BLOOMFIELD HILLS, Michigan
UNITED STATES, 48304
SUITE 302
BLOOMFIELD HILLS, Michigan
UNITED STATES, 48304
LS INVESTMENT Contact Information
Phone Number: 248-430-0262
Fax Number: 248-646-3317
Website: http://www.lsia.us.com
Fax Number: 248-646-3317
Website: http://www.lsia.us.com
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