BUDROS RUHLIN & ROE Overview
Budros Ruhlin & Roe Inc. is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 40 employees, of which 20 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 12/31/20. The fund's latest filing disclosed 679MM in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 12/31/20. The fund's latest filing disclosed 679MM in positions, representing 32% of the manager's regulatory AUM.
BUDROS RUHLIN & ROE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BUDROS RUHLIN & ROE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 19.24% | Financials | 16.07% | 0% | 0 | 36% | ||
| FNDF | 12.64% | ETF | 12.81% | 0.26% | 6 | 1% | ||
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FEATURED IN
BUDROS RUHLIN & ROE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James L. Budros | Chairman Of The Board Of Directors | November-1979 |
| Daniel B. Roe | Chief Investment Officer And Member Of The Board Of Directors | April-1996 |
| John D. Schuman | Chief Planning Officer, Chief Compliance Officer & Member Of The Board Of Directors | June-2001 |
| Peggy M. Ruhlin | Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Member Of The Board Of Directors | September-1987 |
| Gary J. Marcinick | Executive Vice President | June-2006 |
| Eric G. Shisler | Vice President & Director Of Research | November-2013 |
| Aaron T. Armstrong | Member Of Board Of Directors | May-2014 |
BUDROS RUHLIN & ROE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BUDROS RUHLIN & ROE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The firm’s investment committee is responsible for setting strategy for all client portfolios. The committee consists of the firm’s Board of Directors James Budros, Peggy Ruhlin, Daniel Roe, and John Schuman, as well as the firm’s Director of Research, Eric Shisler. The investment committee is led by the Chief Investment Officer and meets at least quarterly to discuss strategy, client portfolio performance, existing and prospective investments, and asset allocation for portfolios.
Budros, Ruhlin & Roe’s investment process begins with the creation of an Investment Policy Statement for each client portfolio, is drafted with the input of the client, and is based on the client’s spending policy, portfolio time horizon and risk tolerance. The asset allocation strategy currently includes the following asset classes: domestic equities, international equities, global fixed income, alternative ...
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The firm’s investment committee is responsible for setting strategy for all client portfolios. The committee consists of the firm’s Board of Directors James Budros, Peggy Ruhlin, Daniel Roe, and John Schuman, as well as the firm’s Director of Research, Eric Shisler. The investment committee is led by the Chief Investment Officer and meets at least quarterly to discuss strategy, client portfolio performance, existing and prospective investments, and asset allocation for portfolios.
Budros, Ruhlin & Roe’s investment process begins with the creation of an Investment Policy Statement for each client portfolio, is drafted with the input of the client, and is based on the client’s spending policy, portfolio time horizon and risk tolerance. The asset allocation strategy currently includes the following asset classes: domestic equities, international equities, global fixed income, alternative ...
Unlock Full Investment Process Description
BUDROS RUHLIN & ROE Portfolio Concentration
BUDROS RUHLIN & ROE Location
1801 WATERMARK DRIVE, SUITE 300
COLUMBUS, Ohio
UNITED STATES, 43215-7088
COLUMBUS, Ohio
UNITED STATES, 43215-7088
BUDROS RUHLIN & ROE Contact Information
Phone Number: 614-481-6900
Fax Number: 614-481-6919
Website: http://www.b-r-r.com
Fax Number: 614-481-6919
Website: http://www.b-r-r.com
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