Overview
Established in 1992 by Edward S. Barr, E. S. Barr & Company is a SEC-registered
investment adviser with its principal place of business in Lexington, Kentucky. E.S. Barr
Holdings, LLC, a limited liability company organized under the laws of the
Commonwealth of Kentucky, owns 100% of the Company. Edward S. Barr is the principal
owner of the holding company.
The Company offers investment management services on a discretionary basis to its clients.
Our primary goal is to deliver superior risk-adjusted investment returns. We strive to
provide such returns while emphasizing the preservation of capital.
When we meet with potential clients, we discuss the Company’s investment philosophy to
confirm that we are an appropriate fit for the clients’ investment objectives and needs. Each
client’s financial
situation is unique, so it is particularly important for us to discuss and
understand the client’s needs, goals, and level of risk tolerance at the onset of the
relationship. Client accounts are separately managed, so these discussions help us
determine the appropriate asset allocation for the client and allow us to agree on any
adjustments to our general approach to portfolio management. We always remain mindful
of the fact that the portfolio belongs to the client, not the Company. For this reason, the
client is free to impose restrictions on investing in certain securities or certain types of
securities.
As of December 31, 2023, the Company had $1,796,022,601 of client assets under
management, all of which was managed on a discretionary basis.