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 03/31/23. The fund's latest filing disclosed 3BN in positions, representing 132% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 3BN in positions, representing 132% of the manager's regulatory AUM.
BADGLEY PHELPS & BELL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BADGLEY PHELPS & BELL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EFA | 5.33% | ETF | 0.87% | -0.07% | 0 | 17% | ||
| MSFT | 4.61% | Tech | 15.47% | 0.29% | 0 | 53% | ||
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FEATURED IN
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’ 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...
Unlock Full Investment Process Description
BADGLEY PHELPS & BELL Portfolio Concentration
BADGLEY PHELPS & BELL Location
1420 FIFTH AVENUE
SUITE 3200
SEATTLE, Washington
UNITED STATES, 98101-2349
SUITE 3200
SEATTLE, Washington
UNITED STATES, 98101-2349
BADGLEY PHELPS & BELL Contact Information
Phone Number: 206-623-6172
Fax Number: 206-623-2042
Website: http://www.badgley.com
Fax Number: 206-623-2042
Website: http://www.badgley.com
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