BADGLEY PHELPS & BELL Overview

Badgley Phelps & Bell Inc is an investment advisor that manages 2.1 BN dollars in regulatory AUM and has 18 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 55% of the manager's regulatory AUM.

BADGLEY PHELPS & BELL StockAlpha

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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

BADGLEY PHELPS & BELL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EFA 6.36% ETF -4.09% -0.36% 0 13%
IJH 3.38% ETF 4.99% 0.12% 0 5%
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FEATURED IN
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BADGLEY PHELPS & BELL Founders and Key Employees

Name Title In Position Since
Steven C. Phelps Director And Chief Executive Officer January-1990
James K. Callaghan Chairman, Director And Officer January-1990
Lisa P. Guzman Director And Chief Operations Officer January-1996
Mitzi W. Carletti Officer January-1998
Lisa P. Guzman Chief Compliance Officer January-2004
Curtis L. Pepin Director, Officer And Director Of Marketing And Sales October-2006
Michael R. Gerke Vice President June-2014

BADGLEY PHELPS & BELL Brokers, Custodians, Auditors and Administrators

Type Company

BADGLEY PHELPS & BELL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Badgley Phelps’ investment strategies encompass equity only, fixed income only and balanced portfolio management. The following is a review of these strategies.



EQUITY MANAGEMENT


Our equity management goal is to generate competitive results over time by allocating among different equity styles. These styles include Consistent Growth Equity, Relative Value Equity, Small/Mid Cap Equity and International Equity. Each equity style is managed by a team of analysts within our firm that is responsible for stock selection and industry and sector weighting of the equity models. The equities that we consider for investment are all securities that are listed on the major U.S. stock exchanges. When positioning a portfolio, our typical investment horizon is three to five years. For clients that prefer, we also manage equity portfolios that only contain Consistent Growth or Relative Value E...
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BADGLEY PHELPS & BELL Portfolio Concentration

BADGLEY PHELPS & BELL Location

1420 FIFTH AVENUE
SUITE 3200
SEATTLE, Washington
UNITED STATES, 98101-2349

BADGLEY PHELPS & BELL Contact Information

Phone Number: 206-623-6172
Fax Number: 206-623-2042
Website:

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