BARTLETT & COMPANY . Overview

Bartlett & Company . Llc is an investment advisor that manages 3.4 BN dollars in regulatory AUM and has 47 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/10 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 60% of the manager's regulatory AUM.

BARTLETT & COMPANY . StockAlpha

-3.2%
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

BARTLETT & COMPANY . Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 3.11% Cons. Staples -6.82% -0.07% 0 24%
USB 2.75% Financials 17.42% -0.05% 0 14%
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BARTLETT & COMPANY . Founders and Key Employees

Name Title In Position Since
Kelley J. Downing President/Ceo December-2011
James B. Hagerty Director December-2011
Laura L. Humphrey Member December-2011
Terrence T. Kelly Director December-2011
James A. Miller Member December-2011
Kenneth L. Schlachter Member December-2011
Troy R. Snider Member December-2011
Thomas A. Steele Secretary, Treasurer And Chief Compliance Officer December-2011
Woodrow H. Uible Member December-2011
David Philip Francis Jr Member December-2011

BARTLETT & COMPANY . Brokers, Custodians, Auditors and Administrators

Type Company

BARTLETT & COMPANY . Investment Strategy

BARTLETT & COMPANY . Portfolio Concentration

BARTLETT & COMPANY . Location

600 VINE STREET
SUITE 2100
CINCINNATI, Ohio
UNITED STATES, 45202

BARTLETT & COMPANY . Contact Information

Phone Number: 513-621-4612
Fax Number: 513-621-6462
Website:

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