TRAIN BABCOCK Overview

Train Babcock Advisors Llc is an investment advisor that manages 468.1 MM dollars in regulatory AUM and has 14 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 249MM in positions, representing 53% of the manager's regulatory AUM.

TRAIN BABCOCK StockAlpha

-2.7%
Top 25%
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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

TRAIN BABCOCK Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 5.65% ETF 4.72% 0% 0 29%
AAPL 5.39% Tech 1.31% -0.04% 0 42%
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FEATURED IN
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TRAIN BABCOCK Founders and Key Employees

Name Title In Position Since
Henry D. Babcock Chairman June-2004
John H. Rogicki Co-Managing Member, Managing Director January-1991
John Train Member July-1986
Pamela L. Raviol Co-Managing Member, Director, Investment Adviser Representative December-1995
Isabel Collins Member; Director; Investment Adviser Representative December-1995
Arthur C. Tevletidis Chief Operations Officer January-2012
John H. Rogicki Chief Compliance Officer April-2014

TRAIN BABCOCK Brokers, Custodians, Auditors and Administrators

Type Company

TRAIN BABCOCK Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The Registrant shall utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)

The Registrant shall utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
 Margin Transactions (use of borrowed assets to purchase financial instruments)
 Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)

Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and...
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TRAIN BABCOCK Portfolio Concentration

TRAIN BABCOCK Location

757 THIRD AVENUE
27TH FLOOR
NEW YORK, New York
UNITED STATES, 10017

TRAIN BABCOCK Contact Information

Phone Number: 212-451-3400
Fax Number: 212-371-1920
Website:

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