BUFFINGTON MOHR Overview
Buffington Mohr Mcneal is an investment advisor that manages 306.1 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/05 to 12/31/22. The fund's latest filing disclosed 407MM in positions, representing 133% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/05 to 12/31/22. The fund's latest filing disclosed 407MM in positions, representing 133% of the manager's regulatory AUM.
BUFFINGTON MOHR StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BUFFINGTON MOHR Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHX | 7.79% | ETF | 4.25% | -0.01% | 0 | 10% | ||
| IGSB | 5.59% | ETF | 1.95% | 0.02% | 0 | 5% | ||
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FEATURED IN
BUFFINGTON MOHR Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Melvin D. Buffington | Consultant | April-1998 |
| Bruce R. Mohr | General Partner/Chief Compliance Officer | April-1998 |
| Carey H. Mcneal | General Partner | April-1998 |
BUFFINGTON MOHR Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BUFFINGTON MOHR Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt to recognize...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt to recognize...
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BUFFINGTON MOHR Portfolio Concentration
BUFFINGTON MOHR Location
802 WEST BANNOCK STREET, STE 100
BOISE, Idaho
UNITED STATES, 83702
BOISE, Idaho
UNITED STATES, 83702
BUFFINGTON MOHR Contact Information
Phone Number: 208-338-5551
Fax Number: 208-338-5552
Website: http://www.bmmria.com
Fax Number: 208-338-5552
Website: http://www.bmmria.com
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