PAPP L ROY & ASSOCIATES Overview

Papp L Roy & Associates is an investment advisor that manages 810.7 MM dollars in regulatory AUM and has 10 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 431MM in positions, representing 53% of the manager's regulatory AUM.

PAPP L ROY & ASSOCIATES StockAlpha

-2%
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

PAPP L ROY & ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ACN 4.78% Tech 0.54% -0.01% 0 17%
BLK 4.29% Financials 4.79% -0.81% 0 12%
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FEATURED IN
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PAPP L ROY & ASSOCIATES Founders and Key Employees

Name Title In Position Since
Victoria S. Cavallero General Partner January-1993
Harry A. Papp General Partner October-1989
Rosellen C. Papp General Partner October-1989
Jeffrey N. Edwards General Partner January-1993
Julie A. Hein General Partner/Chief Compliance Officer January-1996
Timothy K. Hardaway General Partner January-2003
Christopher L. Schaefer General Partner June-2007
Brian M. Riordan General Partner June-2007
Gregory S. Smith General Partner June-2007

PAPP L ROY & ASSOCIATES Brokers, Custodians, Auditors and Administrators

Type Company

PAPP L ROY & ASSOCIATES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
LRP’s Research Director, Rosellen Papp, and Research Analysts, Brian Riordan and Greg Smith, work together to conduct fundamental analysis on all securities recommended for client accounts. This analysis varies depending on the security in question. For stocks and bonds the analysis generally includes a review of:



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 The issuer’s management;

 The amount and volatility of past profits or losses;

 The issuer’s assets and liabilities, as well as any material changes from historical norms;

 Prospects for the issuer’s industry, as well as the issuer’s competitive position within that
industry; and

 Any other factors considered relevant.

For mutual funds and ETFs the analysis generally includes a review of:

 The fund’s management team;

 The fund’s historical risk and return char...
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PAPP L ROY & ASSOCIATES Portfolio Concentration

PAPP L ROY & ASSOCIATES Location

2201 E. CAMELBACK ROAD
SUITE 227B
PHOENIX, Arizona
UNITED STATES, 85016

PAPP L ROY & ASSOCIATES Contact Information

Phone Number: 602-956-0980
Fax Number: 602-956-1953
Website:

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