BARR E S & COMPANY Overview
Barr E S & Company is an investment advisor that manages 1 BN dollars in regulatory AUM and has 6 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 109% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 109% of the manager's regulatory AUM.
BARR E S & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BARR E S & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 13.8% | Financials | 19.32% | 0.48% | 0 | 27% | ||
| MKL | 7.43% | Financials | 22.19% | 0.45% | 1 | 9% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
BARR E S & COMPANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edward Barr | President/Director | September-1992 |
| Shannon K. Bradbury | Chief Compliance Officer | August-2006 |
BARR E S & COMPANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
BARR E S & COMPANY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
At E.S. Barr & Company, we employ a patient, disciplined fundamental value investment approach. Our research driven investment process has been consistently applied since our founding in 1992. Our universe of available equity investment ideas is not artificially constrained by industry or benchmark. However, because of liquidity concerns within our managed accounts, we will generally, but not always, only consider companies with market capitalizations in excess of $400 million. We utilize a variety of sources to identify attractive investments. These include our own screens, reading of various periodicals, attending conferences and discussions with like-minded investors, industry participants and company managements. In order to protect against miscalculation or unknowable events, we attempt to purchase securities when the market price offers a wide margin of safety versus our estimate of the intrinsic value...
Unlock Full Investment Process Description
At E.S. Barr & Company, we employ a patient, disciplined fundamental value investment approach. Our research driven investment process has been consistently applied since our founding in 1992. Our universe of available equity investment ideas is not artificially constrained by industry or benchmark. However, because of liquidity concerns within our managed accounts, we will generally, but not always, only consider companies with market capitalizations in excess of $400 million. We utilize a variety of sources to identify attractive investments. These include our own screens, reading of various periodicals, attending conferences and discussions with like-minded investors, industry participants and company managements. In order to protect against miscalculation or unknowable events, we attempt to purchase securities when the market price offers a wide margin of safety versus our estimate of the intrinsic value...
Unlock Full Investment Process Description
BARR E S & COMPANY Portfolio Concentration
BARR E S & COMPANY Location
1999 RICHMOND ROAD
SUITE 1B
LEXINGTON, Kentucky
UNITED STATES, 40502
SUITE 1B
LEXINGTON, Kentucky
UNITED STATES, 40502
BARR E S & COMPANY Contact Information
Phone Number: 859-266-1300
Fax Number: 859-266-1544
Website: http://www.esbarr.com
Fax Number: 859-266-1544
Website: http://www.esbarr.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here