The Burney Master Portfolio was 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.

The Master Portfolio combines stock selection employing our proprietary techniques with a Value emphasis. Stocks are analyzed using a dynamic library containing over two thousand factors measuring five key attributes:

    • Growth
    • Valuation
    • Profitability
    • Safety
    • Technical

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