BUSH ODONNELL Overview
Bush Odonnell Investment Advisors Inc is an investment advisor that manages 200.8 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 65MM in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 65MM in positions, representing 32% of the manager's regulatory AUM.
BUSH ODONNELL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BUSH ODONNELL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ESRX | 8.26% | Cons. Disc. | 1.66% | 1.06% | 0 | 16% | ||
| CL | 6.72% | Cons. Staples | -5.56% | -0.29% | 0 | 17% | ||
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FEATURED IN
BUSH ODONNELL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William H. Bush | Chairman | June-1986 |
| James V. Odonnell | President,Cfo, Director | May-1988 |
| John F. Brown | Managing Director | March-2002 |
| Michelle A. Bucher | Chief Compliance Officer | September-2013 |
BUSH ODONNELL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BUSH ODONNELL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Low-Volatility Equity Strategy
We pursue a low-volatility, long-term investment philosophy for clients who seek to preserve and build assets over time. Pursuing a fundamental, bottom-up approach, we believe that stock prices follow earnings. Following an ownership approach to investing, we seek excellent, well managed business platforms capable of generating consistent and growing cash flows. We invest in companies that have a proven track record of growing earnings at a credible 9% to 11% per year.
The style is concentrated, with investments in 15 to 20 U.S. domiciled large-capitalization common stocks. We believe this is sufficient constituent diversification to eliminate most of the idiosyncratic risk (risk of over-concentration in a single security) in the portfolio, and serves to impose a strict discipline on portfolio management decisions.
Starting with the universe of large-cap...
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Low-Volatility Equity Strategy
We pursue a low-volatility, long-term investment philosophy for clients who seek to preserve and build assets over time. Pursuing a fundamental, bottom-up approach, we believe that stock prices follow earnings. Following an ownership approach to investing, we seek excellent, well managed business platforms capable of generating consistent and growing cash flows. We invest in companies that have a proven track record of growing earnings at a credible 9% to 11% per year.
The style is concentrated, with investments in 15 to 20 U.S. domiciled large-capitalization common stocks. We believe this is sufficient constituent diversification to eliminate most of the idiosyncratic risk (risk of over-concentration in a single security) in the portfolio, and serves to impose a strict discipline on portfolio management decisions.
Starting with the universe of large-cap...
Unlock Full Investment Process Description
BUSH ODONNELL Portfolio Concentration
BUSH ODONNELL Location
101 S HANLEY RD, STE 1250
ST LOUIS, Missouri
UNITED STATES, 63105
ST LOUIS, Missouri
UNITED STATES, 63105
BUSH ODONNELL Contact Information
Phone Number: 314-727-4555
Fax Number: 314-727-8829
Website: null
Fax Number: 314-727-8829
Website: null
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