DE BURLO GROUP INC Overview
De Burlo Group Inc is an investment advisor that manages 687.7 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/01 to 09/30/20. The fund's latest filing disclosed 550MM in positions, representing 80% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/01 to 09/30/20. The fund's latest filing disclosed 550MM in positions, representing 80% of the manager's regulatory AUM.
DE BURLO GROUP INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DE BURLO GROUP INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.98% | Tech | 6.34% | -0.06% | 0 | 36% | ||
| MA | 3.98% | Tech | -0.78% | -0.31% | 0 | 26% | ||
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FEATURED IN
DE BURLO GROUP INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard B. Vincent | Senior Vice President And Portfolio Manager | January-1996 |
| Robin W. Dushman | Director | March-1996 |
| Comegys R. De Burlo | President, Director | February-1985 |
| Carl R. Sargent | Chief Compliance Officer | April-2011 |
| Michael E. Shade | Senior Vice President And Portfolio Manager | January-2013 |
DE BURLO GROUP INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DE BURLO GROUP INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
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DE BURLO GROUP INC Portfolio Concentration
DE BURLO GROUP INC Location
50 FEDERAL ST. 8TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110-2509
BOSTON, Massachusetts
UNITED STATES, 02110-2509
DE BURLO GROUP INC Contact Information
Phone Number: 617-482-0275
Fax Number: 617-338-6077
Website: http://www.deburlogroup.com
Fax Number: 617-338-6077
Website: http://www.deburlogroup.com
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