BAXTER BROS INC Overview
Baxter Bros Inc is an investment advisor that manages 372.1 MM dollars in regulatory AUM and has 6 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 528MM in positions, representing 142% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 528MM in positions, representing 142% of the manager's regulatory AUM.
BAXTER BROS INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BAXTER BROS INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 7.64% | Tech | 17.5% | 0.52% | 0 | 50% | ||
| BRK.B | 6.92% | Financials | 17.35% | 0.04% | 0 | 36% | ||
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FEATURED IN
BAXTER BROS INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William J. Baxter | President, Secty, Treas | January-1989 |
| John C. Baxter | Chief Compliance Officer | March-2009 |
BAXTER BROS INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BAXTER BROS INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
At Baxter, we are committed to identifying compelling values that we believe will generate attractive returns on capital over the long term. Our basic investment approach is rooted in careful research, and patient, long-term investing. By choosing investments that we believe are priced at a discount to their intrinsic or “fair” value, we generally only purchase stocks for the long term. The time needed for value to be recognized in the stock market may be lengthy, 3 to 5 years or longer. By following this long-term approach, risk may be decreased and potential reward may be increased for investors who are patient enough to wait for the process to work. Baxter focuses primarily on company-level data, and macro- forecasting (economic, political, or market) is generally not a primary element of our decision-making process.
We strive to make our clients aware that investing in secu...
Unlock Full Investment Process Description
At Baxter, we are committed to identifying compelling values that we believe will generate attractive returns on capital over the long term. Our basic investment approach is rooted in careful research, and patient, long-term investing. By choosing investments that we believe are priced at a discount to their intrinsic or “fair” value, we generally only purchase stocks for the long term. The time needed for value to be recognized in the stock market may be lengthy, 3 to 5 years or longer. By following this long-term approach, risk may be decreased and potential reward may be increased for investors who are patient enough to wait for the process to work. Baxter focuses primarily on company-level data, and macro- forecasting (economic, political, or market) is generally not a primary element of our decision-making process.
We strive to make our clients aware that investing in secu...
Unlock Full Investment Process Description
BAXTER BROS INC Portfolio Concentration
BAXTER BROS INC Location
1030 EAST PUTNAM AVENUE
RIVERSIDE, Connecticut
UNITED STATES, 06878
RIVERSIDE, Connecticut
UNITED STATES, 06878
BAXTER BROS INC Contact Information
Phone Number: 203-637-4559
Fax Number: 203-637-9652
Website: http://www.baxterinvestment.com
Fax Number: 203-637-9652
Website: http://www.baxterinvestment.com
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