THE BURNEY MASTER PORTFOLIO

The Master Portfolio¹ combines a traditional approach to investing with a focus on solid, undervalued stocks. Established at the company's founding in October 1974, its stellar long-term performance is the result of the consistent application of Burney's proprietary analytical methods.

Overview

Though most material information is "efficiently" embedded in the price of a stock, the market makes systematic pricing errors that can be identified and exploited using quantitative techniques. Employing proprietary methods developed over the past half century, Burney analyzes a factor library containing over a thousand descriptors of a company's Growth, Valuation, Profitability, Safety, and Technical attributes. Factors associated with excess return are used in analytical models that score stocks based on their excess return potential.

We offer clients the option to have their portfolios managed to replicate the Master Portfolio.

¹ The Burney Master Portfolio was established to provide a measure of investment performance. It was initiated with the first ten stocks purchased for clients after the company’s founding in October 1974. For the Master Portfolio, an assumed $10,000 was invested in each of ten stocks on the day and at the price per share that each stock was first purchased for a client. Sales for the Master Portfolio were recorded when actual sales were executed for the client portfolios. Proceeds from sales were reinvested for the Master Portfolio in the same securities selected for client portfolios. This method of matching an actual client account transaction with a virtual transaction in the Master Portfolio remains the same.