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 03/31/19. The fund's latest filing disclosed 495MM in positions, representing 72% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/01 to 03/31/19. The fund's latest filing disclosed 495MM in positions, representing 72% of the manager's regulatory AUM.
DE BURLO GROUP INC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
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 | ||
|---|---|---|---|---|---|---|---|---|
| CRM | 4.27% | Tech | -4.14% | -0.07% | 0 | 23% | ||
| MA | 3.9% | Tech | 5.35% | 0.3% | 0 | 28% | ||
|
Unlock Positions and Returns Details |
||||||||
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
Item 9 ...
Unlock Full Investment Process Description
Item 9 ...
Unlock Full Investment Process Description
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here