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 03/31/23. The fund's latest filing disclosed 564MM in positions, representing 162% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/23. The fund's latest filing disclosed 564MM in positions, representing 162% of the manager's regulatory AUM.
BALDWIN INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BALDWIN INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.A | 47.09% | Financials | 4.52% | 2.18% | 0 | 11% | ||
| AAPL | 2.15% | Tech | 6.53% | -0.06% | 0 | 45% | ||
|
Get the Full Report |
||||||||
FEATURED IN
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.
5
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...
Get the Full Report
Investing in securities involves risk of loss that clients should be prepared to bear.
5
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...
Get the Full Report
BALDWIN INVESTMENT Portfolio Concentration
BALDWIN INVESTMENT Location
100 FOUR FALLS CORPORATE CENTER
SUITE 202
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428
SUITE 202
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428
BALDWIN INVESTMENT Contact Information
Phone Number: 610-260-1555
Fax Number: 610-260-1551
Website: http://www.baldwinim.com/
Fax Number: 610-260-1551
Website: http://www.baldwinim.com/
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
