BARNETT & COMPANY INC. Overview

Barnett & Company Inc. is an investment advisor that manages 382.4 MM dollars in regulatory AUM and has 10 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 06/30/16. The fund's latest filing disclosed 180MM in positions, representing 47% of the manager's regulatory AUM.

BARNETT & COMPANY INC. StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

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BARNETT & COMPANY INC. Since Last Filing Return Details

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FEATURED IN
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BARNETT & COMPANY INC. Founders and Key Employees

Name Title In Position Since
Warren M. Barnett President November-1983
Glenn W. Geelhoed Shareholder January-1984
Christopher A. Hopkins Chief Compliance Officer April-2015

BARNETT & COMPANY INC. Brokers, Custodians, Auditors and Administrators

Type Company

BARNETT & COMPANY INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Barnett & Company uses fundamental analysis. Fundamental analysis involves the analysis of financial statements, the general financial health of companies, the analysis of management and the review of competitive advantages.

Through a process of screening large numbers of stocks using public information and proprietary databases available by subscription, Barnett & Company looks for companies with both positive prospects and low current valuation relative to those prospects. We then evaluate the financial health of companies using a number of additional screening tools. Finally, we perform qualitative analysis by perusing the company's SEC documents and testing for criteria that would have an adverse effect on stock ownership.

For appreciation-oriented accounts, the end result of these efforts is a collection of stocks that we believe merit investment consi...
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BARNETT & COMPANY INC. Portfolio Concentration

BARNETT & COMPANY INC. Location

1300 BROAD STREET
SUITE 303
CHATTANOOGA, Tennessee
UNITED STATES, 37402-4476

BARNETT & COMPANY INC. Contact Information

Phone Number: 423-756-0125
Fax Number: 423-756-0127
Website:

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