SIMMONS L E & Overview

Simmons L E & Associates Inc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 19 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 205MM in positions, representing 16% of the manager's regulatory AUM.

SIMMONS L E & StockAlpha

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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SIMMONS L E & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NESR 48.75% Financials -8.23% -6.91% 28 2%
WTTR 34.92% Energy 27.17% 5.14% 47 3%
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SIMMONS L E & Founders and Key Employees

Name Title In Position Since
Laurence E. Simmons Chairman And Shareholder April-2014
David C. Baldwin Co-President April-2014
Anthony F. Deluca Partner/Chief Compliance Officer April-2014
Andrew L. Waite Co-President April-2014

SIMMONS L E & Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro

SIMMONS L E & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

LESA uses various analysis methods to review securities under investment consideration. Such methods include fundamental and cyclical analysis. Specifically, LESA obtains an in-depth working knowledge of a company’s operations, internal strengths and weaknesses, market, industry-niche, competitors, financial structure and management personnel.

There is a risk that the analysis methods employed will fail to identify all information which, if known, could result in either deciding to not make the investment or pursuing a substantially different investment structure. Therefore, returns could be lower than expected and a loss on the investment could occur.

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SIMMONS L E & Portfolio Concentration

SIMMONS L E & Location

600 TRAVIS, SUITE 6600
UNITED STATES, 77002-3007

SIMMONS L E & Contact Information

Phone Number: 713-227-7888
Fax Number: 713-227-7850



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