BARES CAPITAL Overview
Bares Capital Management Inc is an investment advisor that manages 919.9 MM dollars in regulatory AUM and has 11 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 09/30/19. The fund's latest filing disclosed 3BN in positions, representing 362% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/19. The fund's latest filing disclosed 3BN in positions, representing 362% of the manager's regulatory AUM.
BARES CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BARES CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IBKR | 12.01% | Financials | -13.31% | -2.35% | 18 | 7% | ||
| WDAY | 10.45% | Tech | -3.04% | -1.18% | 1 | 7% | ||
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FEATURED IN
BARES CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Brian T. Bares | President | June-2000 |
| James S. Bradshaw | Chief Compliance Officer | March-2002 |
BARES CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BARES CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
In our concentrated strategies, BCM identifies candidates for investment using fundamental research. Our research style is most often considered bottom-up, in that we focus on the individual company more than the general state of the economy or overall price to value ratio of the equity markets. We consider the financial condition of the
4
Bares Capital Management, Inc.
candidate as well as qualitative factors relevant to the future performance of the candidate. Our qualitative research focuses on the competitive aspects of the business under consideration and an evaluation of management capability. Since we take a long-term view of financial performance, clients should note that we are not “market timers” and do not buy and sell securities because we think the markets in general are undervalued or overvalued. Our primary focus is on individual secu...
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Methods of Analysis
In our concentrated strategies, BCM identifies candidates for investment using fundamental research. Our research style is most often considered bottom-up, in that we focus on the individual company more than the general state of the economy or overall price to value ratio of the equity markets. We consider the financial condition of the
4
Bares Capital Management, Inc.
candidate as well as qualitative factors relevant to the future performance of the candidate. Our qualitative research focuses on the competitive aspects of the business under consideration and an evaluation of management capability. Since we take a long-term view of financial performance, clients should note that we are not “market timers” and do not buy and sell securities because we think the markets in general are undervalued or overvalued. Our primary focus is on individual secu...
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BARES CAPITAL Portfolio Concentration
BARES CAPITAL Location
12600 HILL COUNTRY BLVD
SUITE R-230
AUSTIN, Texas
UNITED STATES, 78738
SUITE R-230
AUSTIN, Texas
UNITED STATES, 78738
BARES CAPITAL Contact Information
Phone Number: 512-542-1083
Fax Number: 512-542-1084
Website: http://www.barescapital.com
Fax Number: 512-542-1084
Website: http://www.barescapital.com
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