There is insufficient data to calculate a profile for BURNEY COMPANY /. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.


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 to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BURNEY COMPANY / Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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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.
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...
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BURNEY COMPANY / Portfolio Concentration


BURNEY COMPANY / Contact Information

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