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John David Barrett
Président chez
Barrett Asset Management LLC
Profil
Mr. John D.
Barrett is a Chairman at Barrett Asset Management LLC.
He is also a Portfolio Manager.
Prior to joining the company, Mr. Barrett was a Vice President and Director of Clark, Dodge & Co., an investment banking firm.
He was active in the investment advisory, research and sales departments at Clark, Dodge and was responsible for the management of the portfolios of many of the firm's major institutional and individual clients including banks, mutual funds, pension funds, foundations and insurance companies.
Mr. Barrett also worked as Chairman at The Greenwich Country Day School, Inc. and served on the board at Morgan Stanley International Fund and The Ashforth Co.
He received his BA degree in American Studies from Yale University and an MBA from The Leonard N Stern School of Business.
Postes actifs de John David Barrett
| Sociétés | Poste | Début |
|---|---|---|
Barrett Asset Management LLC
 Barrett Asset Management LLC Investment ManagersFinance Barrett is an active investor that seeks to grow and preserve their clients’ capital over the long-term through disciplined research and analysis of investment opportunities. The firm prefers companies with superior earnings growth and strong balance sheets. They structure portfolios tailored to each client’s situation, risk tolerance, objectives and time horizon. Depending on a client’s goals, their portfolio is invested in equities, fixed income, exchange traded funds (ETFs) or a combination. | Président | 29/04/2011 |
Anciens postes connus de John David Barrett
| Sociétés | Poste | Fin |
|---|---|---|
Barrett Associates, Inc.
 Barrett Associates, Inc. Investment ManagersFinance Barrett Associates is a large-cap growth manager that seeks to achieve premium returns through investments in the stocks of fundamentally strong, shareholder-oriented companies with superior, sustainable sales and earnings growth. They focus on companies in higher-growth industries that are experiencing superior sales and earnings increases. Investments are diversified across a variety of growing industries to provide portfolios with superior overall growth characteristics and to control risk. Though not limited by sector, Barrett Associates tends to invest in the stocks of large-cap companies in the finance, technology services, health technology, energy minerals, producer manufacturing and electronic technology sectors. They invest primarily in the US and Europe. The firm maintains a very low turnover rate. Barrett Associates' research efforts focus on industries that have the potential to grow at a greater rate than the overall economy. The firm looks for companies with excellent management teams, high pre-tax margins and significant cash generation. They strive to purchase shares at an appropriate valuation and hold them for as long as the company's competitive advantages are sustained. Barrett Associates' investment horizon is 3 to 5 years. Barrett Associates also offers balanced portfolios. Bonds are included in portfolios to provide safety, liquidity and a stable stream of income on a favorable after-tax basis. The firm's fixed-income investment approach selects bonds based on their outlook for interest rates and the client's tax status. Barrett Associates invests in securities with a high-quality credit rating. The firm's fixed-income research evaluates macroeconomic data including GDP growth, fiscal monetary and regulatory policy, the outlook for inflation and global capital flows to determine long and short-term expectations for interest rates. Bond portfolios are positioned to take advantage of the inflection point of the yield curve. Barrett Associates invests in bonds rated investment grade or better. These securities may include issues of the US Treasury, state and local governments, including US territories, authorities and agencies and high-quality corporations. | Président | 29/04/2011 |
United States Marine Corps
 United States Marine Corps SovereignGovernment Provides marine armed force services | Corporate Officer/Principal | 31/12/1960 |
The Greenwich Country Day School, Inc.
 The Greenwich Country Day School, Inc. Miscellaneous Commercial ServicesCommercial Services Offers educational courses and services | Corporate Officer/Principal | - |
The Ashforth Co.
 The Ashforth Co. Real Estate DevelopmentFinance Operates as a real estate firm | Corporate Officer/Principal | - |
Morgan Stanley International Fund
 Morgan Stanley International Fund Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | - |
Formation de John David Barrett
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
60
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Barrett Associates, Inc.
Barrett Associates, Inc. Investment ManagersFinance Barrett Associates is a large-cap growth manager that seeks to achieve premium returns through investments in the stocks of fundamentally strong, shareholder-oriented companies with superior, sustainable sales and earnings growth. They focus on companies in higher-growth industries that are experiencing superior sales and earnings increases. Investments are diversified across a variety of growing industries to provide portfolios with superior overall growth characteristics and to control risk. Though not limited by sector, Barrett Associates tends to invest in the stocks of large-cap companies in the finance, technology services, health technology, energy minerals, producer manufacturing and electronic technology sectors. They invest primarily in the US and Europe. The firm maintains a very low turnover rate. Barrett Associates' research efforts focus on industries that have the potential to grow at a greater rate than the overall economy. The firm looks for companies with excellent management teams, high pre-tax margins and significant cash generation. They strive to purchase shares at an appropriate valuation and hold them for as long as the company's competitive advantages are sustained. Barrett Associates' investment horizon is 3 to 5 years. Barrett Associates also offers balanced portfolios. Bonds are included in portfolios to provide safety, liquidity and a stable stream of income on a favorable after-tax basis. The firm's fixed-income investment approach selects bonds based on their outlook for interest rates and the client's tax status. Barrett Associates invests in securities with a high-quality credit rating. The firm's fixed-income research evaluates macroeconomic data including GDP growth, fiscal monetary and regulatory policy, the outlook for inflation and global capital flows to determine long and short-term expectations for interest rates. Bond portfolios are positioned to take advantage of the inflection point of the yield curve. Barrett Associates invests in bonds rated investment grade or better. These securities may include issues of the US Treasury, state and local governments, including US territories, authorities and agencies and high-quality corporations. | Finance |
Clark Dodge & Co., Inc.
 Clark Dodge & Co., Inc. Investment ManagersFinance Provides investment advice | Finance |
Morgan Stanley International Fund
Morgan Stanley International Fund Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Miscellaneous |
Yale University
 Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Marine Corps
United States Marine Corps SovereignGovernment Provides marine armed force services | Government |
The Ashforth Co.
The Ashforth Co. Real Estate DevelopmentFinance Operates as a real estate firm | Finance |
The Greenwich Country Day School, Inc.
The Greenwich Country Day School, Inc. Miscellaneous Commercial ServicesCommercial Services Offers educational courses and services | Commercial Services |
Barrett Asset Management LLC
Barrett Asset Management LLC Investment ManagersFinance Barrett is an active investor that seeks to grow and preserve their clients’ capital over the long-term through disciplined research and analysis of investment opportunities. The firm prefers companies with superior earnings growth and strong balance sheets. They structure portfolios tailored to each client’s situation, risk tolerance, objectives and time horizon. Depending on a client’s goals, their portfolio is invested in equities, fixed income, exchange traded funds (ETFs) or a combination. | Finance |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
