MT LUCAS MANAGEMENT Overview

Mt Lucas Management is a hedge fund that manages 1.6 BN dollars in regulatory AUM and has 20 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 548MM in positions, representing 34% of the manager's regulatory AUM.

MT LUCAS MANAGEMENT StockAlpha

-2.3%
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

MT LUCAS MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SHY 6.83% ETF -0.48% -0.09% 0 4%
UNM 4.43% Financials 22.04% -0.01% 0 10%
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FEATURED IN
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Pensions & Investments logo
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MT LUCAS MANAGEMENT Founders and Key Employees

Name Title In Position Since
Roger E. Alcaly Director Of General Partner September-1999
Timothy J. Rudderow Chief Executive Officer, Chief Investment Officer February-2015
Paul R. Derosa Director Of General Partner September-1999
Raymond E. Ix Senior Vice President September-1999
James A. Mehling Chief Financial Officer February-2015
John R. Oberkofler Vice President September-1999
Charles Crow Chief Compliance Officer October-2004
Gerald Prior Iii Chief Operating Officer February-2015
David Aspell Portfolio Manager January-2015
Kent C. Huang Chief Risk Officer January-2015

MT LUCAS MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

MT LUCAS MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ............................ 7

Methods of Analysis ................................................................................................... 7
Investment Strategies ................................................................................................ 7
Risk of Loss ............................................................................................................... 7

9. ...
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MT LUCAS MANAGEMENT Portfolio Concentration

MT LUCAS MANAGEMENT Location

405 SOUTH STATE STREET
NEWTOWN, Pennsylvania
UNITED STATES, 18940

MT LUCAS MANAGEMENT Contact Information

Phone Number: 267-759-3500
Fax Number: 267-759-3501
Website:

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