BOLLARD GROUP LLC Overview
Bollard Group Llc is an investment advisor that manages 3.2 BN dollars in regulatory AUM and has 30 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 3BN in positions, representing 95% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 3BN in positions, representing 95% of the manager's regulatory AUM.
BOLLARD GROUP LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOLLARD GROUP LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BSX | 38.6% | Health | -3.04% | -3.27% | 3 | 12% | ||
| AMZN | 4.98% | Cons. Disc. | 7.31% | -0.21% | 0 | 45% | ||
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FEATURED IN
BOLLARD GROUP LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Anastasios N. Parafestas | Managing Member And Ceo | February-1995 |
| George E. Hibbard | Chief Compliance Officer | September-2010 |
| Silvestro J. Calabrese | Member | January-2002 |
| Mary Ellen N. Malloy | Member | February-1995 |
| Marc D. Poirier | Managing Director | May-2010 |
| Michael S. Wheeler | Managing Director | July-1998 |
BOLLARD GROUP LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
BOLLARD GROUP LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
As we evaluate investment opportunities for client portfolios, we utilize several methods of analysis. Among them are charting, fundamental analysis and technical analysis. Each of these methods is designed to help identify trends, financial worthiness and opportunity for appreciation of securities within acceptable risk parameters. In spite of analysts’ best efforts to identify securities with appreciation potential and seemingly acceptable containment of risk,
unidentifiable risks are always present. External factors such as geopolitical risk, interest rate risk, systemic risk and other factors can negatively impact the value of any particular security. As a result, investment in securities involves the risk of loss that clients should be prepared to bear. Investing in any securities involves a risk of loss of both income and principal.
We make an assessment of our clients’ risk tolerance and d...
Unlock Full Investment Process Description
As we evaluate investment opportunities for client portfolios, we utilize several methods of analysis. Among them are charting, fundamental analysis and technical analysis. Each of these methods is designed to help identify trends, financial worthiness and opportunity for appreciation of securities within acceptable risk parameters. In spite of analysts’ best efforts to identify securities with appreciation potential and seemingly acceptable containment of risk,
unidentifiable risks are always present. External factors such as geopolitical risk, interest rate risk, systemic risk and other factors can negatively impact the value of any particular security. As a result, investment in securities involves the risk of loss that clients should be prepared to bear. Investing in any securities involves a risk of loss of both income and principal.
We make an assessment of our clients’ risk tolerance and d...
Unlock Full Investment Process Description
BOLLARD GROUP LLC Portfolio Concentration
BOLLARD GROUP LLC Location
ONE JOY STREET
BOSTON, Massachusetts
UNITED STATES, 02108
BOSTON, Massachusetts
UNITED STATES, 02108
BOLLARD GROUP LLC Contact Information
Phone Number: 617-720-5800
Fax Number: 617-720-3490
Website: http://www.bollard.com
Fax Number: 617-720-3490
Website: http://www.bollard.com
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