BRISTOL JOHN W & Overview

Bristol John W & Company Inc is an investment advisor that manages 6.1 BN dollars in regulatory AUM and has 21 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 60% of the manager's regulatory AUM.

BRISTOL JOHN W & StockAlpha

-1.7%
Top 25%
3yr StockAlpha Register for more...

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

BRISTOL JOHN W & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 6.05% Health -4.31% -0.05% 0 34%
NSRGY 3.26% Cons. Staples -11.59% -0.32% 2 2%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

BRISTOL JOHN W & Founders and Key Employees

Name Title In Position Since
William D. Washychyn Secretary, Managing Director January-1982
Robert F. Coviello President December-2009
Timothy W. Hurckes Managing Director September-1989
Richard E. Lyall Managing Director July-1993
James A. Engle Managing Director March-2000
Charles H. Mott Managing Director December-2009
Kevin B. Mcauley Managing Director September-2002
Raymond E. Scanlan Managing Director August-2004
Hedy Y. Matteson Chief Compliance Officer May-2004
Justin A. Colledge Managing Director May-2006
Peter W. Frith Managing Director September-2011

BRISTOL JOHN W & Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

BRISTOL JOHN W & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Philosophy

We believe above-average long-term earnings and dividend growth can provide effective long-term investment results. Hence, much of our work is directed toward identifying the factors likely to cause such long-term growth – both in individual companies and in broad sectors of the economy and society.

Earnings and dividend prospects cannot be considered in a vacuum, but must be related to the price of the security under consideration, to similar investments and to alternative investments, including a risk-free interest rate. Accordingly, while we acknowledge that investing is as much an art as a science, we do quantify the returns we believe are available on various classes of assets, using the anticipated returns as a frame of reference in constructing portfolios.

In our attempt to identify and quantify factors of long-term growth, we rely heavily on a shar...
Unlock Full Investment Process Description

BRISTOL JOHN W & Portfolio Concentration

BRISTOL JOHN W & Location

48 WALL STREET
18TH FLOOR
NEW YORK, New York
UNITED STATES, 10005-2924

BRISTOL JOHN W & Contact Information

Phone Number: 212-389-5880
Fax Number: 212-389-5885
Website:

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
Path A