BRADLEY FOSTER & Overview
Bradley Foster & Sargent Inc is an investment advisor that manages 2.8 BN dollars in regulatory AUM and has 36 employees, of which 18 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/18. The fund's latest filing disclosed 2BN in positions, representing 89% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/18. The fund's latest filing disclosed 2BN in positions, representing 89% of the manager's regulatory AUM.
BRADLEY FOSTER & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BRADLEY FOSTER & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.34% | Tech | 27.7% | -0.09% | 0 | 43% | ||
| JPM | 3.45% | Financials | 18.22% | 0.05% | 0 | 38% | ||
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FEATURED IN
BRADLEY FOSTER & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert H. Bradley | Chairman, President & Ceo | July-1994 |
| Timothy H. Foster | Evp | July-1994 |
| Jeffrey G. Marsted | Evp | October-1995 |
| Keith G. Larose | Principal | February-2000 |
| Stephen L. Willcox | Cfo | March-2004 |
| Nancy W. Donadio | Senior Operations Officer | March-2004 |
| Charles J. Herbert | Principal | January-2008 |
| David P. Korzendorfer | Principal | January-2010 |
| Felicia M. Lazor | Principal | January-2011 |
| Cameron H. Burns | Principal | October-2011 |
| William R. Peelle | Principal | October-2011 |
| Thomas D. Sargent | Principal | July-2000 |
| Gregory M. Miller | Principal | September-2013 |
| Robert A. Penney | Principal | September-2013 |
| John R. Gilbert | Principal | September-2014 |
| Mark J. Keeley | Chief Administrative Officer/Chief Compliance Officer | April-2015 |
BRADLEY FOSTER & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
BRADLEY FOSTER & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss 7
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BRADLEY FOSTER & Portfolio Concentration
BRADLEY FOSTER & Location
185 ASYLUM STREET
CITY PLACE II
HARTFORD, Connecticut
UNITED STATES, 06103-3402
CITY PLACE II
HARTFORD, Connecticut
UNITED STATES, 06103-3402
BRADLEY FOSTER & Contact Information
Phone Number: 860-527-8050
Fax Number: 860-527-0775
Website: http://www.bfsinvest.com
Fax Number: 860-527-0775
Website: http://www.bfsinvest.com
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