BDHS AT A GLANCE

Company Profile

Established: 1995
Clients: Primarily institutions (e.g. pension funds)
Assets Under Management: $88.9 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

  • Representative Client List
  • Enterprise Rent A Car
  • Metropolitan Sewer District of St. Louis, Missouri
  • State Universities Retirement System of Illinois
  • St. Louis Public Schools Retirement System
  • SSM Healthcare
  • Illinois Municipal Retirement Fund

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One Metropolitan Square
211 North Broadway • Suite 2080 • St. Louis, MO 63102 • (314) 725-5445 • www.bdhscapital.com