BOURNE LENT ASSET Overview
Bourne Lent Asset Management Inc is an investment advisor that manages 185.7 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 202MM in positions, representing 109% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 202MM in positions, representing 109% of the manager's regulatory AUM.
BOURNE LENT ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOURNE LENT ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CELG | 19.76% | Health | 3% | 0.74% | 0 | 27% | ||
| ADBE | 13.26% | Tech | 0.78% | -0.12% | 0 | 20% | ||
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FEATURED IN
BOURNE LENT ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John J. Lent | Vice President, Chief Compliance Officer, Chief Executive Officer | July-2014 |
| Donald W. Bourne | President, Chairman, Treasurer | July-2014 |
BOURNE LENT ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BOURNE LENT ASSET Investment Strategy
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Methods of Analysis.......................................................................................................................... 9
Investment Strategies....................................................................................................................... 9
Risk of Loss ..................................................................................................................................... 10
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BOURNE LENT ASSET Portfolio Concentration
BOURNE LENT ASSET Location
3 MEMORIAL AVENUE
PAWLING, New York
UNITED STATES, 12564
PAWLING, New York
UNITED STATES, 12564
BOURNE LENT ASSET Contact Information
Phone Number: 845-855-1590
Fax Number: 845-855-1542
Website: null
Fax Number: 845-855-1542
Website: null
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