BALDWIN INVESTMENT Overview

Baldwin Investment Management Llc is an investment advisor that manages 348.5 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 234MM in positions, representing 67% of the manager's regulatory AUM.

BALDWIN INVESTMENT StockAlpha

-0.3%
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

BALDWIN INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.A 58.98% Financials 11.85% -2.39% 2 8%
AAPL 1.34% Tech -2.24% -0.01% 0 42%
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FEATURED IN
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BALDWIN INVESTMENT Founders and Key Employees

Name Title In Position Since
Peter H. Havens Ceo, Chief Compliance Officer & Chairman Of Board Of Managers May-1999

BALDWIN INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

BALDWIN INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risk of loss that clients should be prepared to bear.


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Methods of Analysis

Our security analysis methods include fundamental analysis, technical and cyclical analysis of the world economy, national economies, industry sectors and individual securities. Our main sources of information are financial newspapers and magazines, inspection of corporate activities, annual reports, prospectuses and filings with the Securities and Exchange Commission and other regulators, research prepared by others, corporate ratings services and company press releases.

Investment Strategies

Asset Allocation
Portfolios are individually structured to meet the growth and income needs of each client. We are mindful of the importance of asset allocation and that tax efficient investing provides enhanced long-term rewards.

Recognizing that an appropriate a...
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BALDWIN INVESTMENT Portfolio Concentration

BALDWIN INVESTMENT Location

100 FOUR FALLS CORPORATE CENTER
SUITE 202
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428

BALDWIN INVESTMENT Contact Information

Phone Number: 610-260-1555
Fax Number: 610-260-1551
Website:

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Disclaimer

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