Barr E S & Co.

Investment Strategy

E. S. Barr & Company's investment strategy is grounded in a patient, disciplined fundamental value approach, primarily investing in publicly traded securities with the philosophy of buying them as if purchasing an entire private business. The firm seeks to invest in high-quality businesses at discounts to estimated intrinsic value, focusing on capital preservation and wealth building through careful security selection, steady compounding, and a long average holding period for tax efficiency. Asset allocation is customized per client, with a focus on individual equities and a selective use of government, corporate, and municipal debt obligations. Fees are charged based on assets under management, and no performance-based fees are levied for most clients.