DEARBORN PARTNERS LLC Overview
Dearborn Partners Llc is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 28 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/02 to 09/30/18. The fund's latest filing disclosed 1BN in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/02 to 09/30/18. The fund's latest filing disclosed 1BN in positions, representing 74% of the manager's regulatory AUM.
DEARBORN PARTNERS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DEARBORN PARTNERS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BDX | 3.21% | Health | -10.11% | -0.22% | 0 | 20% | ||
| AAPL | 3.1% | Tech | -24.52% | -0.36% | 0 | 42% | ||
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FEATURED IN
DEARBORN PARTNERS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Wayne C. Stevens | Member - Class A | April-1997 |
| Jerome E. Hickey | Member - Class A | April-1997 |
| George P. Jameson | Member - Class A | April-1997 |
| Calvin J. Pedersen | Member - Class B | March-2000 |
| Donald G. Mckinnon | Chief Compliance Officer | April-2015 |
DEARBORN PARTNERS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DEARBORN PARTNERS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.
Individual Clients, Fixed Income Clients and Institutional Clients
Dearborn mainly uses fundamental research in formulating investment advice and managing assets, combined with asset allocation, portfolio diversification and other strategies. For any particular account, we may also use various quantitative or technical methods, either separately or in conjunction with fundamental research, and we may use strategies involving short sales, margining, borrowing or other leverage, options or other derivatives, and arbitrage.
Institutional Client investment strategies focus on domestic equity and fixed income. Those strategies cover a range of value and core equity progr...
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A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.
Individual Clients, Fixed Income Clients and Institutional Clients
Dearborn mainly uses fundamental research in formulating investment advice and managing assets, combined with asset allocation, portfolio diversification and other strategies. For any particular account, we may also use various quantitative or technical methods, either separately or in conjunction with fundamental research, and we may use strategies involving short sales, margining, borrowing or other leverage, options or other derivatives, and arbitrage.
Institutional Client investment strategies focus on domestic equity and fixed income. Those strategies cover a range of value and core equity progr...
Unlock Full Investment Process Description
DEARBORN PARTNERS LLC Portfolio Concentration
DEARBORN PARTNERS LLC Location
200 W MADISON ST
SUITE 1950
CHICAGO, Illinois
UNITED STATES, 60606
SUITE 1950
CHICAGO, Illinois
UNITED STATES, 60606
DEARBORN PARTNERS LLC Contact Information
Phone Number: 312-795-1000
Fax Number: 312-795-1111
Website: http://www.dearbornpartners.com
Fax Number: 312-795-1111
Website: http://www.dearbornpartners.com
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