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 03/31/17. The fund's latest filing disclosed 192MM in positions, representing 58% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/17. The fund's latest filing disclosed 192MM in positions, representing 58% of the manager's regulatory AUM.
BARRINGTON STRATEGIC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BARRINGTON STRATEGIC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 8.63% | ETF | 3.64% | 0% | 0 | 26% | ||
| BSV | 8.33% | ETF | 0.72% | -0.03% | 0 | 2% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
BARRINGTON STRATEGIC Portfolio Concentration
BARRINGTON STRATEGIC Location
1 NORTH FRANKLIN STREET
SUITE 1105
CHICAGO, Illinois
UNITED STATES, 60606
SUITE 1105
CHICAGO, Illinois
UNITED STATES, 60606
BARRINGTON STRATEGIC Contact Information
Phone Number: 312-870-1900
Fax Number: 312-870-1901
Website: http://www.bswmg.com/
Fax Number: 312-870-1901
Website: http://www.bswmg.com/
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