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The Seifert Group at Barrett Associates
Mailing Address:
Barrett Associates, Inc.
ATTN: The Seifert Group
90 Park Avenue
New York, NY 10016
Phone: (212) 983-5080
Fax: (212) 953-3240
info@barrettassociates.com
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Manager Overview:
The Seifert Group became an investment team within Barrett Associates, Inc., an affiliate of Legg Mason, Inc., on May 1, 2003. Prior to joining Barrett, the Seifert Group investment team was employed by Gray, Seifert & Co., Inc., a company founded in 1980 and purchased by Legg Mason in 1994. The Seifert Group serves individuals and institutions focused on the creation and preservation of wealth. Primarily equity investors, the group does manage fixed income and balanced accounts for clients where such investments are appropriate. The group's principal strengths have been the ability to identify investment themes rather than structure portfolios to mimic the indexes, and their companies, as a group, tend to show stronger earnings growth than the market and sell at a reasonable multiple of this growth. They adhere to six principles of investing: investment themes, current earnings growth, dividend growth, strong balance sheet, relative value, and hands-on research.
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Amy LaGuardia
Managing Director
Portfolio Manager
B.A. University of Buffalo
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Investment Philosophy:
The investment style that most closely reflects The Seifert Group's discipline is Growth At a Reasonable Price (GARP). They seek out value, which can be absolute (inefficient market pricing) or relative (to a peer group). They look for companies that have unique or industry leading products and services that are critical to the markets they serve. If these companies execute their business plans well, they should generate above average growth that is reflected in a premium valuation.
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