Barksdale

Business Brief

F/m provides exclusive access to the equity research and model stock portfolios of Barksdale Investment & Research (BI&R). Founded by long-time value investor Jim Barksdale, BI&R pursues a research process focused on determining the value of ownership in a business. Companies are evaluated based on their ability to 1) earn a high return on invested capital, 2) reinvest those earnings productively for growth, and 3) do so for an extended period. “Valuing Growth and Growing Value” encapsulates Barksdale’s distinctive approach. F/m offers both the BI&R All-Cap and Large Cap model portfolios.

For BI&R strategies, F/m Investments serves as registered investment adviser, providing a full complement of portfolio management, trading, operations, and investor relations services. Within this innovative F/m structure, BI&R provides model portfolios and remains focused on investment research.

F/m Barksdale Growing Value All Cap Strategy

F/m provides exclusive access to the equity research and model stock portfolios of Barksdale Investment & Research (BI&R). Founded by long-time value investor Jim Barksdale, BI&R pursues a research process focused on determining the value of ownership in a business. Companies are evaluated based on their ability to earn a high return on invested capital,  reinvest those earnings productively for growth, and do so for an extended period. “Valuing Growth and Growing Value” encapsulates Barksdale’s distinctive approach.

Snapshot

History

1986, Jim Barksdale begins his investment career

2016, launch of Barksdale Investment & Research

2021, research partnership with F/m Investments

Headquarters
Atlanta, Georgia

Investment Focus
US Equities, Large Cap and All Cap

Investment Strategy
Enhanced approach to value investing: “Valuing Growth and Growing Value”

Commentary

Second Quarter 2021 Commentary