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 09/30/16. The fund's latest filing disclosed 360MM in positions, representing 52% of the manager's regulatory AUM.

DE BURLO GROUP INC StockAlpha

-6%
Top 25%
3yr StockAlpha Register for more...

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

DE BURLO GROUP INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.74% Tech -2.24% -0.04% 0 42%
TMO 3.09% Health -9.73% -0.15% 0 13%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 ...
Get the Full Report

DE BURLO GROUP INC Portfolio Concentration

DE BURLO GROUP INC Location

50 FEDERAL ST. 8TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110-2509

DE BURLO GROUP INC Contact Information

Phone Number: 617-482-0275
Fax Number: 617-338-6077
Website:

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
Path B