Bartlett & Co. LLC

Bartlett & Co. LLC

Bartlett & Co. LLC
Last update 2019-11-04 851 Stocks (201 new)
Value $3.80 Bil Turnover 30 %
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Bartlett & Co. LLC Profile

Bartlett & Co. LLC is an investment management firm based out of Cincinnati, Ohio. The company can trace its history back to 1898 when Benhamin D. Bartlett decided to buy a seat on the New York Stock Exchange. The company would then be sold to M. Fechheimer & H.R. Bloch, continuing to grow organically and adding more and more partners until the late 1980s, when the company would restructure itself into a corporation. Bartlett & Co. would then acquire Osborn & Kelly in 2000 and become independent again with the management team buying back the original 1996 affiliation with Legg Mason, Inc. to form the current Bartlett & Co. in 2012. The company conducts its research internally, utilizing a variety of methodologies to make its investments in the value stocks of companies. Bartlett & Co. invests most heavily in the finance sector, which alone makes up almost a quarter of the firm’s total asset allocations, and also invests in the information technology, health care, consumer staples, consumer discretionary, energy, and industrials sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations for just under 10 quarters on average although the firm only holds its top 10 allocations, which makes up just over a quarter of its total allocations, for 5.9 quarters on average. In the most recent quarter, Bartlett & Co. had a turnover rate of approximately 7.3%. The company manages over $3.3 billion in total assets under management spread across over 1,100 total accounts, all of which are discretionary accounts except for 22 that make up $100 million of its managed assets. Bartlett & Co. mainly caters to high net worth individuals, which alone makes up over three quarters of its client base and over half of its total attributed assets, and also provides to a variety of other clientele.

Bartlett & Co. LLC Investing Philosophy

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