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 09/30/19. The fund's latest filing disclosed 209MM in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 209MM in positions, representing 112% of the manager's regulatory AUM.
BOURNE LENT ASSET StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
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 | 19.79% | Health | 9% | -1.06% | 0 | 25% | ||
| ADBE | 12.78% | Tech | 25.57% | 0.62% | 0 | 21% | ||
|
Unlock Positions and Returns Details |
||||||||
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
Methods of Analysis, Investment Strategies and Risk of Loss ......................................................... 9
Methods of Analysis.......................................................................................................................... 9
Investment Strategies....................................................................................................................... 9
Risk of Loss ..................................................................................................................................... 10
...
Unlock Full Investment Process Description
Methods of Analysis.......................................................................................................................... 9
Investment Strategies....................................................................................................................... 9
Risk of Loss ..................................................................................................................................... 10
...
Unlock Full Investment Process Description
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here