BAINCO INTERNATIONAL Overview

Bainco International Investors is an investment advisor that manages 672.7 MM dollars in regulatory AUM and has 18 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 599MM in positions, representing 89% of the manager's regulatory AUM.

BAINCO INTERNATIONAL StockAlpha

+3.2%
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

BAINCO INTERNATIONAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
KITE 11.54% Health 31.06% 2.11% 1 6%
JNJ 3.93% Health 8.16% 0.09% 0 35%
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BAINCO INTERNATIONAL Founders and Key Employees

Name Title In Position Since
Samuel E. Bain Chief Compliance Officer/Managing Member April-1998
Robert G. Katz Member April-1998
Mark D. O'Keefe Member, Chief Financial Officer April-2005
Susan E. Dahl Member, Chief Investment Officer January-2012

BAINCO INTERNATIONAL Brokers, Custodians, Auditors and Administrators

Type Company

BAINCO INTERNATIONAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Bainco works with each client to develop an investment strategy and an appropriate asset allocation that is aligned with the client’s unique investment objectives and constraints. A formal Investment Policy Statement is created and a customized portfolio is then developed and managed over time. A Portfolio Strategist is assigned to each client relationship as a central point of contact.

Bainco manages all client portfolios in a tax sensitive manner, considering such issues as state of residence, AMT status, effective tax rate, loss carry-forwards, current year gains/losses, and charitable giving, to name just a few.



Bainco’s approach to asset allocation encompasses two complementary components:

 Strategic Long-Term Asset Allocation: Based on a full understanding of the
individual’s goals, Bainco establishes strategic long-term asset allocation ranges that

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BAINCO INTERNATIONAL Portfolio Concentration

BAINCO INTERNATIONAL Location

500 BOYLSTON STREET
SUITE 440
BOSTON, Massachusetts
UNITED STATES, 02116

BAINCO INTERNATIONAL Contact Information

Phone Number: 617-536-0333
Fax Number: 617-456-3039
Website:

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