PAPP L ROY & ASSOCIATES

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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