BDHS AT A GLANCE
Company Profile
| Established: |
1995 |
| Clients: |
Primarily institutions (e.g. pension funds) |
| Assets Under Management: |
$99.3 million |
| Ownership: |
100% minority-owned |
| Style: |
Momentum Growth |
| Account Minimum: |
$5 Million |
Portfolio Characteristics
LARGE CAP GROWTH
|
| Average Number of Positions: |
20 holdings |
| Turnover: |
Averages one buy and one sell per month |
| Appropriate Benchmark: |
Russell 1000 Growth |
SMALL CAP GROWTH
|
| Average Number of Positions: |
30 holdings |
| Turnover: |
Averages two buys and two sells per month |
| Appropriate Benchmark: |
Russell 2000 Growth |
Representative Client List
- Enterprise Rent A Car
- Clayton Bank and Trust
- State Universities Retirement System of Illinois
- Illinois State Board of Investments
- Shelby County, Tennessee Retirement System
- St. Louis Public Schools Retirement System
- SSM Healthcare
|