BIRCH HILL INVESTMENT Overview

Birch Hill Investment Advisors Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 14 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 82% of the manager's regulatory AUM.

BIRCH HILL INVESTMENT StockAlpha

+0.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BIRCH HILL INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 4.63% Cons. Disc. -8.36% -0.66% 0 32%
GNTX 4.11% Cons. Disc. 13.74% 0.36% 1 13%
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BIRCH HILL INVESTMENT Founders and Key Employees

Name Title In Position Since
Gary R. Mikula Managing Member/President April-2007
Thomas E. Reilly Managing Member April-2007
Miner A. Crary Managing Member/Clerk April-2007
Robert A. Oneil Managing Member/Treasurer April-2007
John B. Stiles Member/Chief Compliance Officer January-2009

BIRCH HILL INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

BIRCH HILL INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The following principles are central to the investment process at Birch Hill:

Fundamental Analysis: We believe that evaluating the opportunities and understanding the risks produces a basis for obtaining higher returns across individual securities and the total portfolio.

Quality: We believe that companies with strong financial characteristics protect their superior profitability for years.

Invest for the Long Term: We believe long term investing with low turnover and tax sensitivity produces superior total returns.

Risk Control: We believe a prudent approach to asset allocation, sector weights and security diversification are key to long term performance.

As noted above in Item 4 c.), the first step in managing a client portfolio is to establish an investment strategy focused on attaining client goals with the appropriate level of risk. Formulating the s...
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BIRCH HILL INVESTMENT Portfolio Concentration

BIRCH HILL INVESTMENT Location

24 FEDERAL STREET 10TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110

BIRCH HILL INVESTMENT Contact Information

Phone Number: 617-502-8300
Fax Number: 617-502-8310
Website:

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