BURNS J W & COMPANY INC Overview

Burns J W & Company Inc is an investment advisor that manages 419.1 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 325MM in positions, representing 77% of the manager's regulatory AUM.

BURNS J W & COMPANY INC 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
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

BURNS J W & COMPANY INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
V 4.39% Tech -3.93% -0.22% 0 26%
AAPL 3.92% Tech -0.31% -0.06% 0 42%
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BURNS J W & COMPANY INC Founders and Key Employees

Name Title In Position Since
James C. Burns Owner/President/Ceo/Director/Chief Compliance Officer December-2012
Peter N. Bunitsky Corporate Secretary/ Treasurer/Director September-1990

BURNS J W & COMPANY INC Brokers, Custodians, Auditors and Administrators

Type Company

BURNS J W & COMPANY INC 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 underpriced (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.

Risks for all forms of analysis: Our securities analysis methods rely on the assumption that the companies whose securities...
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BURNS J W & COMPANY INC Portfolio Concentration

BURNS J W & COMPANY INC Location

GLACIER CREEK OFFICE PARK
6711 TOWPATH ROAD, STE. 200
EAST SYRACUSE, New York
UNITED STATES, 13057

BURNS J W & COMPANY INC Contact Information

Phone Number: 315-449-1341
Fax Number: 315-449-1349
Website:

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