Mission Statement

The Lyttle Company LLC is committed to providing investment insight and council to clients through portfolio management services.

The Business

The Lyttle Company LLC is a Registered Investment Advisory. It offers investment management and supervisory services for each individual client, through a separately established and managed account (“SMA”), held by an independent custodian firm.

Investment Philosophy

Our research-intensive investment process focuses on corporate fundamentals and financial factors which include, for example, the overall economy, industry conditions, and financial condition of the proposed issuer.  Typically, for long investments, we favor companies with an identifiable business model, clearly presented financial statements and catalysts that can create value for stakeholders over a reasonable period of time.  When we identify an issuer for potential investment, we build a detailed model to understand the financial drivers of the business and study the capital structure to determine investment options.