LYNCH & ASSOCIATES Overview

Lynch & Associates is an investment advisor that manages 327.8 MM dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 227MM in positions, representing 69% of the manager's regulatory AUM.

LYNCH & ASSOCIATES StockAlpha

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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

LYNCH & ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UPS 7.43% Industrials 7.14% 0.05% 0 20%
JNJ 4.71% Health -4.57% -0.03% 0 34%
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FEATURED IN
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LYNCH & ASSOCIATES Founders and Key Employees

Name Title In Position Since
Jeffrey W. Foye Senior Vice President December-2013
Ryan T. Lynch President December-2013
Thomas P. Lynch Chairman November-1994
Wayne C. Ramsey Senior Vice President February-2000
James D. Lynch Senior Vice President December-2013
Jennifer L. Farless Vice President/Chief Compliance Officer December-2013

LYNCH & ASSOCIATES Brokers, Custodians, Auditors and Administrators

Type Company

LYNCH & ASSOCIATES 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:

Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.

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 presents a potential risk, as the price of a security can move up or down ...
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LYNCH & ASSOCIATES Portfolio Concentration

LYNCH & ASSOCIATES Location

10644 NEWBURGH RD
SR 662
NEWBURGH, Indiana
UNITED STATES, 47630-8845

LYNCH & ASSOCIATES Contact Information

Phone Number: 812-853-0878
Fax Number: 812-853-0798
Website:

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