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 09/30/16. The fund's latest filing disclosed 304MM in positions, representing 14% of the manager's regulatory AUM.

BUDROS RUHLIN & ROE StockAlpha

-1.1%
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

BUDROS RUHLIN & ROE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 23.6% Financials 10.89% -1.23% 0 28%
BRK.A 10.82% Financials 11% -0.44% 0 8%
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FEATURED IN
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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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BUDROS RUHLIN & ROE Portfolio Concentration

BUDROS RUHLIN & ROE Location

1801 WATERMARK DRIVE, SUITE 300
COLUMBUS, Ohio
UNITED STATES, 43215-7088

BUDROS RUHLIN & ROE Contact Information

Phone Number: 614-481-6900
Fax Number: 614-481-6919
Website:

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