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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 75% of the manager's regulatory AUM.

BARRETT ASSET MGMT LLC StockAlpha

-1.5%
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

BARRETT ASSET MGMT LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
V 5.23% Tech -3.9% -0.25% 0 26%
XOM 4.22% Energy 1.8% -0.18% 0 29%
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FEATURED IN
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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

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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BARRETT ASSET MGMT LLC Portfolio Concentration

BARRETT ASSET MGMT LLC Location

90 PARK AVENUE
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:

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