GRAYBILL BARTZ & ASSOC Overview
Graybill Bartz & Assoc Ltd is an investment advisor that manages 275.4 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 03/31/20. The fund's latest filing disclosed 113MM in positions, representing 41% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 03/31/20. The fund's latest filing disclosed 113MM in positions, representing 41% of the manager's regulatory AUM.
GRAYBILL BARTZ & ASSOC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
GRAYBILL BARTZ & ASSOC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.44% | Tech | 75.57% | 1.74% | 0 | 43% | ||
| RTX | 4.66% | Industrials | 11.03% | -0.84% | 0 | 20% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
GRAYBILL BARTZ & ASSOC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven M. Bartz | President | November-1996 |
| Philip B. Karlson | Chief Compliance Officer | August-2001 |
| Donald M. Canfield | Executive Vice President | May-2004 |
| Gary R. Dhein | Executive Vice President | February-2009 |
GRAYBILL BARTZ & ASSOC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GRAYBILL BARTZ & ASSOC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Graybill, Bartz & Associates employs a fundamental, research-driven approach to develop individual, diversified portfolios for our clients. This approach utilizes individual equity and fixed-income instruments to provide a balance between growth and income. The asset allocation of our portfolios varies over time based on opportunities in the equity and fixed-income markets and can be customized based on client circumstances.
Our strategy in investing the equity portion of client portfolios is that of a fundamental growth stock investor. While we staunchly consider ourselves growth investors, we often go to great lengths to define what that means to us. Although our primary focus is on a company’s ability to grow sales and earnings, we probably give more emphasis to “non-income statement” items than most growth managers. For instance, we like to invest in companies with strong balance ...
Unlock Full Investment Process Description
Graybill, Bartz & Associates employs a fundamental, research-driven approach to develop individual, diversified portfolios for our clients. This approach utilizes individual equity and fixed-income instruments to provide a balance between growth and income. The asset allocation of our portfolios varies over time based on opportunities in the equity and fixed-income markets and can be customized based on client circumstances.
Our strategy in investing the equity portion of client portfolios is that of a fundamental growth stock investor. While we staunchly consider ourselves growth investors, we often go to great lengths to define what that means to us. Although our primary focus is on a company’s ability to grow sales and earnings, we probably give more emphasis to “non-income statement” items than most growth managers. For instance, we like to invest in companies with strong balance ...
Unlock Full Investment Process Description
GRAYBILL BARTZ & ASSOC Portfolio Concentration
GRAYBILL BARTZ & ASSOC Location
568 S SPRING RD
ELMHURST, Illinois
UNITED STATES, 60126
ELMHURST, Illinois
UNITED STATES, 60126
GRAYBILL BARTZ & ASSOC Contact Information
Phone Number: 630-941-9460
Fax Number: 630-832-3491
Website: http://www.graybillbartz.com
Fax Number: 630-832-3491
Website: http://www.graybillbartz.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