BURNHAM ASSET Overview

Burnham Asset Management Corp is an investment advisor that manages 649.8 MM dollars in regulatory AUM and has 21 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 359MM in positions, representing 55% of the manager's regulatory AUM.

BURNHAM ASSET StockAlpha

-2.1%
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

BURNHAM ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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BURNHAM ASSET Founders and Key Employees

Name Title In Position Since
Debra B. Hyman Chief Compliance Officer & Vice President May-2014
Jon M. Burnham Chairman & Ceo, Director November-1990
Marcelle M. Devine Chief Financial Officer, Secretary And Treasurer November-2013
Kenneth S. Webster President August-2013
Andrew F. Godfrey Chief Operating Officer January-2015

BURNHAM ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

BURNHAM ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

All accounts are individually managed. Securities selection is based on client objectives, risk tolerance and income requirements.

Investment Strategy

Our investment decisions are driven by the search for what we believe are the best in sector equities: those with an attractive business model, valuations and, where appropriate, dividend growth.

In fixed income investments, we take into account the quality of the issuer of the securities, duration, yield to maturity, the potential for ratings upgrade and refinancing, the industry outlook and we match the criteria with the client's preferences. We apply similar
criteria to municipal bonds taking into account the quality of the credit and the borrower’s ability to pay principal and interest.

The selection of securities will be based on the client’s objectives, needs, assets and personal and family obligations and plans. Our ...
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BURNHAM ASSET Portfolio Concentration

BURNHAM ASSET Location

1325 AVE OF THE AMERICAS, 26TH FL
NEW YORK, New York
UNITED STATES, 10019

BURNHAM ASSET Contact Information

Phone Number: 212-262-3100
Fax Number: 212-603-7502
Website:

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