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 09/30/20. The fund's latest filing disclosed 778MM in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 778MM in positions, representing 96% of the manager's regulatory AUM.
PAPP L ROY & ASSOCIATES StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PAPP L ROY & ASSOCIATES Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
BSV | 6.04% | ETF | 0.24% | -0.29% | 0 | 5% | ||
AAPL | 5.92% | Tech | 18.39% | 0.19% | 0 | 36% | ||
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PAPP L ROY & ASSOCIATES Founders and Key Employees
Name | Title | In Position Since |
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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 |
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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:
4
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...
Unlock Full Investment Process Description
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:
4
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...
Unlock Full Investment Process Description
PAPP L ROY & ASSOCIATES Portfolio Concentration
PAPP L ROY & ASSOCIATES Location
2201 E. CAMELBACK ROAD
SUITE 227B
PHOENIX, Arizona
UNITED STATES, 85016
SUITE 227B
PHOENIX, Arizona
UNITED STATES, 85016
PAPP L ROY & ASSOCIATES Contact Information
Phone Number: 602-956-0980
Fax Number: 602-956-1953
Website: http://www.roypapp.com
Fax Number: 602-956-1953
Website: http://www.roypapp.com
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