BURNEY COMPANY / Overview
Burney Company / is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 40 employees, of which 30 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 139% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 139% of the manager's regulatory AUM.
BURNEY COMPANY / StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BURNEY COMPANY / Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.79% | Tech | 19.61% | 0.15% | 0 | 0% | ||
| MSFT | 1.99% | Tech | 21.12% | 0.1% | 0 | 0% | ||
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FEATURED IN
BURNEY COMPANY / Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mary A. Burney | Secretary | October-1974 |
| Lowell D. Pratt | President | January-1999 |
| Senour Hunt | Director | January-1999 |
| Gilbert R. Green | Shareholder | January-1999 |
| Peter A. Wentz | Director | January-1999 |
| William A. Stewart | Chief Compliance Officer | January-2006 |
| Richard E. Bauchspies | Director | January-2006 |
| Thomas D. Hunt | Director | July-2009 |
| John M. Daley | Director | July-2009 |
| Peter C. Woolston | Director | July-2009 |
| John Crouse Burney | Chairman | April-1981 |
BURNEY COMPANY / Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BURNEY COMPANY / Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Form ADV Part 2A, Item 8
A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.
Overview
Though most material information is "efficiently" embedded in the price of a stock, the market makes systematic pricing errors that can be identified and exploited using quantitative techniques. Employing proprietary methods developed over the past half century, Burney analyzes a factor library containing over a thousand descriptors of a company's Growth, Valuation, Profitability, Safety, and Technical attributes. Factors associated with excess return are used in analytical models that score stocks based on their excess return potential.
Our Customized Portfolios and the Burney Master Portfolio combine a strategic perspective on Size a...
Unlock Full Investment Process Description
Form ADV Part 2A, Item 8
A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.
Overview
Though most material information is "efficiently" embedded in the price of a stock, the market makes systematic pricing errors that can be identified and exploited using quantitative techniques. Employing proprietary methods developed over the past half century, Burney analyzes a factor library containing over a thousand descriptors of a company's Growth, Valuation, Profitability, Safety, and Technical attributes. Factors associated with excess return are used in analytical models that score stocks based on their excess return potential.
Our Customized Portfolios and the Burney Master Portfolio combine a strategic perspective on Size a...
Unlock Full Investment Process Description
BURNEY COMPANY / Portfolio Concentration
BURNEY COMPANY / Location
121 ROWELL COURT
FALLS CHURCH, Virginia
UNITED STATES, 22046
FALLS CHURCH, Virginia
UNITED STATES, 22046
BURNEY COMPANY / Contact Information
Phone Number: 703-241-5611
Fax Number: 703-531-0418
Website: http://burney.com
Fax Number: 703-531-0418
Website: http://burney.com
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