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 09/30/16. The fund's latest filing disclosed 813MM in positions, representing 78% of the manager's regulatory AUM.

BARR E S & COMPANY StockAlpha

-4.6%
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

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 14.11% -0.78% 0 28%
MKL 8.11% Financials -4.71% -1.83% 1 8%
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FEATURED IN
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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
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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...
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BARR E S & COMPANY Portfolio Concentration

BARR E S & COMPANY Location

1999 RICHMOND ROAD
SUITE 1B
LEXINGTON, Kentucky
UNITED STATES, 40502

BARR E S & COMPANY Contact Information

Phone Number: 859-266-1300
Fax Number: 859-266-1544
Website:

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