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 12/31/19. The fund's latest filing disclosed 471MM in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 471MM in positions, representing 112% of the manager's regulatory AUM.
BURNS J W & COMPANY INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BURNS J W & COMPANY INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.37% | Tech | 1.78% | -0.16% | 0 | 34% | ||
| MSFT | 5.86% | Tech | 8.66% | 0.26% | 0 | 39% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
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
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: http://www.jwburns.com
Fax Number: 315-449-1349
Website: http://www.jwburns.com
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