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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 97% of the manager's regulatory AUM.

BURNEY COMPANY / StockAlpha

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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

BURNEY COMPANY / Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.31% Tech -2.29% 0.01% 0 42%
DFS 1.77% Financials 19.58% 0.05% 0 15%
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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.
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...
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BURNEY COMPANY / Portfolio Concentration

BURNEY COMPANY / Location

121 ROWELL COURT
FALLS CHURCH, Virginia
UNITED STATES, 22046

BURNEY COMPANY / Contact Information

Phone Number: 703-241-5611
Fax Number: 703-531-0418
Website:

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