FRONT BARNETT Overview
Front Barnett Associates Llc is an investment advisor that manages 745.3 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 604MM in positions, representing 81% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 604MM in positions, representing 81% of the manager's regulatory AUM.
FRONT BARNETT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FRONT BARNETT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 9.71% | Tech | 42.27% | 1.94% | 0 | 41% | ||
| TMO | 6.13% | Health | 14.48% | -0.12% | 0 | 20% | ||
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FEATURED IN
FRONT BARNETT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Marshall B. Front | Chairman, President, Ceo, Chief Compliance Officer | May-1994 |
FRONT BARNETT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FRONT BARNETT Investment Strategy
Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss
C. Concentration Risk
Although Front Barnett employs a broad diversification strategy, there may be times when one industry, sector, or company is more heavily weighted than others. In such cases, there is the possibility that negative performance of the heavily weighted security will have a greater impact on the overall performance of the portfolio. Clients who have broadly diversified portfolios, as a general rule, incur less volatility and therefore less fluctuation in portfolio value than those who have concentrated holdings. Concentrated holdings may offer the potential for higher gain, but also offer the potential for significant loss.
C. Concentration Risk
Although Front Barnett employs a broad diversification strategy, there may be times when one industry, sector, or company is more heavily weighted than others. In such cases, there is the possibility that negative performance of the heavily weighted security will have a greater impact on the overall performance of the portfolio. Clients who have broadly diversified portfolios, as a general rule, incur less volatility and therefore less fluctuation in portfolio value than those who have concentrated holdings. Concentrated holdings may offer the potential for higher gain, but also offer the potential for significant loss.
FRONT BARNETT Portfolio Concentration
FRONT BARNETT Location
70 W. MADISON STREET
SUITE 4920
CHICAGO, Illinois
UNITED STATES, 60602
SUITE 4920
CHICAGO, Illinois
UNITED STATES, 60602
FRONT BARNETT Contact Information
Phone Number: 312-641-9000
Fax Number: 312-641-9009
Website: http://www.front-barnett.com
Fax Number: 312-641-9009
Website: http://www.front-barnett.com
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