BOURGEON CAPITAL Overview

Bourgeon Capital Management Llc is an investment advisor that manages 281.3 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 156MM in positions, representing 55% of the manager's regulatory AUM.

BOURGEON CAPITAL StockAlpha

-5.1%
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

BOURGEON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JPM 3.89% Financials 23.43% 0.13% 0 35%
CSCO 3.45% Tech -7.02% -0.17% 0 30%
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BOURGEON CAPITAL Founders and Key Employees

Name Title In Position Since
John A. Zaro Managing Member February-1999
Claire Kramer Member January-2011
Laura K. Drynan Member May-2011
Michael P. Kramer Member January-2011
Thomas B. Lewis Director Of Business Development & Cco January-2014

BOURGEON CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

BOURGEON CAPITAL Investment Strategy

BOURGEON CAPITAL Portfolio Concentration

BOURGEON CAPITAL Location

777 POST ROAD
DARIEN, Connecticut
UNITED STATES, 06820

BOURGEON CAPITAL Contact Information

Phone Number: 203-280-1170
Fax Number: 203-662-1100
Website:

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