BANBURY PARTNERS LLC Overview
Banbury Partners Llc is an investment advisor that manages 304.6 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 12/31/18. The fund's latest filing disclosed 323MM in positions, representing 106% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 12/31/18. The fund's latest filing disclosed 323MM in positions, representing 106% of the manager's regulatory AUM.
BANBURY PARTNERS LLC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BANBURY PARTNERS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ZTS | 8.59% | Health | 13.52% | 0.6% | 0 | 17% | ||
| CHTR | 8.13% | Cons. Disc. | 24.9% | 1.12% | 0 | 11% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
BANBURY PARTNERS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Clay B. Burleson | Chief Investment Officer & Managing Member Of Registrant | March-2014 |
| Edward A. Scott | President, Chief Operating Officer & Managing Member Of Registrant | March-2014 |
| Mark C. Fiddes | Chief Financial Officer & Chief Compliance Officer | May-2014 |
| Edward A. Scott | Managing Member Of Banbury Gp Llc | June-2014 |
| Clay B. Burleson | Managing Member Of Banbury Gp Llc | June-2014 |
BANBURY PARTNERS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
BANBURY PARTNERS LLC Investment Strategy
Item 8 - Methods of Analysis, Investment Strategies, Risk of Loss
Investment Strategy
Banbury seeks to achieve superior long-term capital appreciation by taking both long and short positions in publicly traded equities on a global basis, with an emphasis on the United States and other fully-developed economies.
In pursuing its objective, Banbury intends to employ a deep, fundamental, bottom-up research process to construct a reasonably concentrated portfolio of “best ideas” expected to outperform the broader markets over a two to three year period.
Banbury views a deep fundamental research process as critical to investment success. Each new investment idea is subjected to a two-step process. The first stage of this process employs a regimented and checklist-driven approach, designed to determine whether the investment idea is worth advancing to the more detailed and time intensive second stage. During the second step of its research...
Unlock Full Investment Process Description
Investment Strategy
Banbury seeks to achieve superior long-term capital appreciation by taking both long and short positions in publicly traded equities on a global basis, with an emphasis on the United States and other fully-developed economies.
In pursuing its objective, Banbury intends to employ a deep, fundamental, bottom-up research process to construct a reasonably concentrated portfolio of “best ideas” expected to outperform the broader markets over a two to three year period.
Banbury views a deep fundamental research process as critical to investment success. Each new investment idea is subjected to a two-step process. The first stage of this process employs a regimented and checklist-driven approach, designed to determine whether the investment idea is worth advancing to the more detailed and time intensive second stage. During the second step of its research...
Unlock Full Investment Process Description
BANBURY PARTNERS LLC Portfolio Concentration
BANBURY PARTNERS LLC Location
101 SOUTH TRYON STREET
SUITE 2650
CHARLOTTE, North Carolina
UNITED STATES, 28280
SUITE 2650
CHARLOTTE, North Carolina
UNITED STATES, 28280
BANBURY PARTNERS LLC Contact Information
Phone Number: (980) 267-3677
Fax Number: DECEMBER
Website: http://www.banburypartners.com/
Fax Number: DECEMBER
Website: http://www.banburypartners.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