BARD ASSOCIATES INC Overview

Bard Associates Inc is an investment advisor that manages 316.6 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 188MM in positions, representing 59% of the manager's regulatory AUM.

BARD ASSOCIATES INC StockAlpha

-2.7%
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

BARD ASSOCIATES INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IIVI 2.98% Tech 23.1% 0.72% 1 3%
USPH 2.73% Health 4.99% 0.25% 0 3%
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FEATURED IN
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BARD ASSOCIATES INC Founders and Key Employees

Name Title In Position Since
Kathryn A. Schutz Executive Vice President October-2004
Lauren M. Scheibe Chief Compliance Officer September-2005
Timothy B. Johnson President November-1982

BARD ASSOCIATES INC Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

BARD ASSOCIATES INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We choose investments for you by studying and analyzing many sources of information. Our fundamental approach to possible investments includes analyzing financial statements, management strengths, competitive advantages, industry conditions, and markets.
Our sources of information primarily include:
o Reports filed by companies with the SEC.

o Conference calls, meetings, and interviews with management.

o Press releases.

o Annual reports.

o Financial newspapers, magazines and investment newsletters.

o Investment conferences.

o Company site visits.

8
o Research supplied to us by brokers or other third-party analysts.



We employ a long-term, buy-and-hold strategy when we purchase investments for you. We prefer to hold our investments for years. We may also sell call options or buy put options against long positions for some clien...
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BARD ASSOCIATES INC Portfolio Concentration

BARD ASSOCIATES INC Location

135 S LASALLE ST STE 3700
CHICAGO, Illinois
UNITED STATES, 60603

BARD ASSOCIATES INC Contact Information

Phone Number: 312-782-9600
Fax Number: 312-782-3785
Website:

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