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 09/30/16. The fund's latest filing disclosed 150MM in positions, representing 75% of the manager's regulatory AUM.

BUSH ODONNELL StockAlpha

-2.4%
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

BUSH ODONNELL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CL 6.19% Cons. Staples -12.35% -0.45% 0 19%
ESRX 5.9% Cons. Disc. 8.76% 0.37% 0 18%
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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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BUSH ODONNELL Portfolio Concentration

BUSH ODONNELL Location

101 S HANLEY RD, STE 1250
ST LOUIS, Missouri
UNITED STATES, 63105

BUSH ODONNELL Contact Information

Phone Number: 314-727-4555
Fax Number: 314-727-8829
Website:

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