BARRETT ASSET MGMT LLC Overview
Barrett Asset Mgmt Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 14 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/11 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 127% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/11 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 127% of the manager's regulatory AUM.
BARRETT ASSET MGMT LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BARRETT ASSET MGMT LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| V | 4.99% | Tech | 16.54% | 0.11% | 0 | 0% | ||
| MSFT | 4.93% | Tech | 21.12% | 0.26% | 0 | 0% | ||
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FEATURED IN
BARRETT ASSET MGMT LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John D. Barrett Ii | Chairman Of The Board | April-2011 |
| Christina A. Bater | Managing Director | April-2011 |
| Robert J. Milnamow | President | October-2014 |
| Edwin W. Beck | Managing Director | April-2011 |
| Madeleine Morreale | Chief Compliance Officer | April-2011 |
| Christine Stuttig | Chief Administrative Officer | April-2011 |
| John G. Youngman | Managing Director | April-2011 |
| Douglas Olin | Trustee 2010 Barrett Family Trust | June-2010 |
| John D. Barrett Iv | Trustee 2010 Barrett Family Trust | June-2010 |
| Peter H. Shriver | Ceo | December-2011 |
| Michael D. Jamison | Managing Director | April-2011 |
BARRETT ASSET MGMT LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
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BARRETT ASSET MGMT LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our portfolio managers, in their individual capacity, may use all or use some of the following methods of analysis to determine which securities to buy, sell or hold:
Fundamental analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indication it may be a good time to buy) or overpriced (indicating it may be time to sell). Barrett focuses on industries that it believes have the prospect for growing at a rate greater than that of the overall economy. The investment team evaluates the fundamental characteristics of companies to identify those with strong cash flow and earnings growth as well as the prospects for sustained long-term growth. When purchased at reasonable prices, th...
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Our portfolio managers, in their individual capacity, may use all or use some of the following methods of analysis to determine which securities to buy, sell or hold:
Fundamental analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indication it may be a good time to buy) or overpriced (indicating it may be time to sell). Barrett focuses on industries that it believes have the prospect for growing at a rate greater than that of the overall economy. The investment team evaluates the fundamental characteristics of companies to identify those with strong cash flow and earnings growth as well as the prospects for sustained long-term growth. When purchased at reasonable prices, th...
Unlock Full Investment Process Description
BARRETT ASSET MGMT LLC Portfolio Concentration
BARRETT ASSET MGMT LLC Location
90 PARK AVENUE
34TH FLOOR
NEW YORK, New York
UNITED STATES, 10016
34TH FLOOR
NEW YORK, New York
UNITED STATES, 10016
BARRETT ASSET MGMT LLC Contact Information
Phone Number: 212-983-5080
Fax Number: 212-953-3240
Website: http://www.barrettasset.com
Fax Number: 212-953-3240
Website: http://www.barrettasset.com
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