BRIDGES INVESTMENT Overview

Bridges Investment Management Inc is an investment advisor that manages 906.5 MM dollars in regulatory AUM and has 14 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 600MM in positions, representing 66% of the manager's regulatory AUM.

BRIDGES INVESTMENT StockAlpha

-0.3%
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

BRIDGES INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FINN 6.37% Financials 3.26% -0.16% 2218 0%
IWF 5.5% ETF -0.98% -0.14% 0 8%
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FEATURED IN
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BRIDGES INVESTMENT Founders and Key Employees

Name Title In Position Since
Edson L. Bridges Iii President, Ceo, Director, & Class A Shareholder December-1994
Deborah L. Grant Senior Vice President, Director & Class A Shareholder March-2006
Edson L. Bridges Ii Director & Class A Shareholder March-2006
Mary A. Mason Senior Vice President, Secretary, Treasurer & Class A Shareholder March-2006
Nancy K. Dodge Senior Vice President & Class A Shareholder March-2006
Brian M. Kirkpatrick Senior Vice President, Director Of Research, Chief Compliance Officer, Director & Class A Shareholder November-2006
Douglas R. Plahn Senior Vice President, Chief Financial Officer, Director & Class A Shareholder November-2006
Patricia S. Rohloff Vice President & Class A Shareholder November-1999
Brian R. Miles Vice President March-2013

BRIDGES INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

BRIDGES INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Bridges Investment Management, Inc. utilizes a variety of security analysis methods including, but not limited to, fundamental, technical, and cyclical analysis.

We will implement investment strategies and tactics that we believe are appropriate given a client’s unique investment objectives and tolerance for risk.

Our investment approach is generally long term in nature (investment time horizon longer than one year). The investment strategies, approaches, and tactics that we employ may vary depending on the goals, objectives, and risk tolerance of specific clients, but in general, our investment strategies are:

1) long term in nature
2) emphasize high quality and/or investment grade securities
3) utilize a range of approaches to determine valuation and establish investment attractiveness
4) involve appropriate industry, sector, and individual security diversification
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BRIDGES INVESTMENT Portfolio Concentration

BRIDGES INVESTMENT Location

256 DURHAM PLAZA, 8401 WEST DODGE RD
OMAHA, Nebraska
UNITED STATES, 68114

BRIDGES INVESTMENT Contact Information

Phone Number: 402-397-4700
Fax Number: 402-397-8617
Website:

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