BARRINGTON STRATEGIC Overview

Barrington Strategic Wealth Management Group Llc is an investment advisor that manages 329.6 MM dollars in regulatory AUM and has 11 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 177MM in positions, representing 54% of the manager's regulatory AUM.

BARRINGTON STRATEGIC StockAlpha

-2.9%
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

BARRINGTON STRATEGIC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BSV 9.41% ETF -1.24% -0.16% 0 3%
SPY 8.74% ETF 1.56% 0% 0 29%
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FEATURED IN
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BARRINGTON STRATEGIC Founders and Key Employees

Name Title In Position Since
Diana J. Joseph Managing Member January-2009
Ellen P. Abell Managing Director October-2009
Katrine E. Vange Keller Director, Chief Compliance Officer June-2010
Lauren M. Genuardi Managing Director January-2013
Emily S. Rodgers Managing Director January-2013

BARRINGTON STRATEGIC Brokers, Custodians, Auditors and Administrators

Type Company

BARRINGTON STRATEGIC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Methods of Analysis



BSWMG’s methods of analysis include a combination of top-down macroeconomic research and bottom-up fundamental research. We continually evaluate domestic and global economies and markets, and our evaluation is shared with clients in our quarterly Financial Markets Commentary newsletter. This written analysis of economic and financial issues provides the framework for asset allocation decisions in client portfolios and in our Diversifier investment strategy. Our macro analysis also informs our fundamental, bottom-up security selection process and sector weightings in our All Cap Value, Growth and Value Blend, and Fixed Income strategies.


BSWMG uses multiple sources of information in our analyses, including our proprietary screening criteria: online subscription data services, such as Thomson ONE, Eikon, Baseline, and Starmine; corporate annual reports, pr...
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BARRINGTON STRATEGIC Portfolio Concentration

BARRINGTON STRATEGIC Location

1 NORTH FRANKLIN STREET
SUITE 1105
CHICAGO, Illinois
UNITED STATES, 60606

BARRINGTON STRATEGIC Contact Information

Phone Number: 312-870-1900
Fax Number: 312-870-1901
Website:

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