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 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 114% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 114% of the manager's regulatory AUM.
BIRCH HILL INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BIRCH HILL INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 6.26% | Cons. Disc. | 2.66% | -0.6% | 0 | 45% | ||
| MSFT | 5.78% | Tech | 11.02% | -0.13% | 0 | 43% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
BIRCH HILL INVESTMENT Portfolio Concentration
BIRCH HILL INVESTMENT Location
24 FEDERAL STREET 10TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110
BOSTON, Massachusetts
UNITED STATES, 02110
BIRCH HILL INVESTMENT Contact Information
Phone Number: 617-502-8300
Fax Number: 617-502-8310
Website: http://www.birchhilladvisors.com
Fax Number: 617-502-8310
Website: http://www.birchhilladvisors.com
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