Strategies Overview

Barksdale Investment Management’s commitment to actively managed customized portfolios has been in place since 1984. The firm has managed fixed income and equity portfolios based on disciplined investment strategies that have been proven by the test of time as well as in tumultuous market conditions. While both the fixed income and equity strategies are disciplined, they are also sufficiently flexible to permit the investment teams to employ opportunistic management and trading tactics. These strategies are based on detailed quantitative and qualitative analysis of each publicly traded company that is an investment candidate, technical considerations, a strong “sell discipline,” economic fundamentals, and foreign and domestic influences.

As a fiduciary, the client is the focus of the entire firm. What is important to the client is what is important to Barksdale Investment Management.  One of the most critical tools in adhering to client guidelines is an intimate knowledge of the individual client and the client’s goals beyond what is stated in the guidelines. Barksdale’s portfolio managers get to know the clients and/or their consultants personally and understand their comfort levels for risk and can apply that knowledge to the portfolios. This type of relationship results in the best portfolio management.  

Another distinguishing characteristic is that 75% of the research is original; designed, monitored and implemented by Barksdale principals. Proprietary modeling is one of the cornerstones of the decision making process. The models are in place to take the emotion out of the investing process and provide the guardrails and discipline to ensure the team stays within the framework of the overall strategy.  The models, of which there are many, that serve as inputs to the decision making process are continually tested and revised when necessary.  

The quality of the firm’s internal proprietary research, along with selective research from various independent external sources and the employment of risk management techniques, have been key variables in the production of long term investment results that have been very pleasing to clients, evidenced by several client relationships that date back to the firm’s inception in 1984. 

Please contact Ann Roberts (aroberts@barksdaleim.com) for GIPS®-compliant performance composite presentations, detailed descriptions of the various investment products/strategies, product characteristics, fee schedules and other pertinent information.

WCB claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.