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 06/30/19. The fund's latest filing disclosed 3BN in positions, representing 288% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 3BN in positions, representing 288% of the manager's regulatory AUM.
BRIDGES INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BRIDGES INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.4% | Tech | 19.51% | 0.76% | 0 | 37% | ||
| BRK.A | 4.19% | Financials | -1.77% | -0.16% | 1 | 6% | ||
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FEATURED IN
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
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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 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
<...
Unlock Full Investment Process Description
BRIDGES INVESTMENT Portfolio Concentration
BRIDGES INVESTMENT Location
256 DURHAM PLAZA, 8401 WEST DODGE RD
OMAHA, Nebraska
UNITED STATES, 68114
OMAHA, Nebraska
UNITED STATES, 68114
BRIDGES INVESTMENT Contact Information
Phone Number: 402-397-4700
Fax Number: 402-397-8617
Website: http://www.bridgesinv.com
Fax Number: 402-397-8617
Website: http://www.bridgesinv.com
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