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 06/30/21. The fund's latest filing disclosed 306MM in positions, representing 97% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 06/30/21. The fund's latest filing disclosed 306MM in positions, representing 97% of the manager's regulatory AUM.
BARD ASSOCIATES INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BARD ASSOCIATES INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ENSG | 2.95% | Health | -13% | -0.58% | 0 | 0% | ||
| IIVI | 2.9% | Tech | -15.31% | -0.64% | 0 | 0% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
BARD ASSOCIATES INC Portfolio Concentration
BARD ASSOCIATES INC Location
135 S LASALLE ST STE 3700
CHICAGO, Illinois
UNITED STATES, 60603
CHICAGO, Illinois
UNITED STATES, 60603
BARD ASSOCIATES INC Contact Information
Phone Number: 312-782-9600
Fax Number: 312-782-3785
Website: null
Fax Number: 312-782-3785
Website: null
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Disclaimer
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