BAROMETER CAPITAL Overview

Barometer Capital Management Inc. is an investment advisor that manages 2.6 BN dollars in regulatory AUM and has 29 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 899MM in positions, representing 35% of the manager's regulatory AUM.

BAROMETER CAPITAL StockAlpha

-4.1%
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

BAROMETER CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TXN 3.38% Tech 1.21% 0.09% 0 14%
PBA 3.02% Energy -2.02% -0.26% 5 2%
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FEATURED IN
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Pensions & Investments logo
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BAROMETER CAPITAL Founders and Key Employees

Name Title In Position Since
Lorna J. Pile Chief Compliance Officer December-2007
Roy Scaini Chief Operating Officer May-2006
David C. Burrows President May-2006
Gregory M. Guichon Chairman May-2006

BAROMETER CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

BAROMETER CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss [Item 8]

General Description

Barometer’s investment style and strategy as well as our open dialogue model with our clients differentiate us from our peers. The Investment team concerns itself with both sides of the investment process, buying and selling. To capture opportunity, it’s not only necessary to identify what to buy but also when to buy. In addition, knowing when to sell – to preserve capital
– is equally important. Barometer’s commitment to capital preservation has always been a key component of The Disciplined Leadership Approach™ - it stems from our roots in managing portfolios for families more interested in absolute rather than relative returns. We believe that performance in a portfolio is influenced by three key factors; market impact, industry group, and underlying business exposure. We consequently base our decision-making models on identifying key market and sec...
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BAROMETER CAPITAL Portfolio Concentration

BAROMETER CAPITAL Location

1 UNIVERSITY AVENUE, SUITE 1910
TORONTO, ONTARIO, CANADA, M5J 2P1

BAROMETER CAPITAL Contact Information

Phone Number: 416-601-6888
Fax Number: 416-601-9744
Website:

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