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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 183% of the manager's regulatory AUM.

BARES CAPITAL StockAlpha

-8.8%
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

BARES CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ININ 9.7% Tech 0.6% -0.03% 2 1%
CFX 7.46% Industrials 24.98% 0.98% 4 6%
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FEATURED IN
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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

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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

BARES CAPITAL Contact Information

Phone Number: 512-542-1083
Fax Number: 512-542-1084
Website:

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