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 06/30/21. The fund's latest filing disclosed 351MM in positions, representing 51% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/01 to 06/30/21. The fund's latest filing disclosed 351MM in positions, representing 51% of the manager's regulatory AUM.
DE BURLO GROUP INC StockAlpha
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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 | ||
---|---|---|---|---|---|---|---|---|
PG | 10.41% | Cons. Staples | 4.84% | -0.23% | 0 | 29% | ||
AAPL | 9.65% | Tech | 27.55% | 0.73% | 0 | 47% | ||
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DE BURLO GROUP INC Founders and Key Employees
Name | Title | In Position Since |
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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 |
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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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