Stock Selection

Refined over decades, Burney's proprietary analytical model building process ranks companies according to key Growth, Valuation, Profitability, Safety, and Technical attributes. Though the stock-picking effectiveness may not be readily apparent from an individual-stock "scattershot" view, when viewed at the portfolio level, the impact of owning a diverse group of high-Score stocks becomes evident.

  • Stock-Selection

    Data Source: S&P Research Insight; Calculation by Burney Co., proprietary rating system score vs. performance of 25-stock portfolios



  • 5-Stock-PortfolioData Source: S&P Research Insight; Calculation by Burney Co., proprietary rating system score vs. performance of 25-stock portfolios


  • 10-Stock-Portfolio
    Data Source: S&P Research Insight; Calculation by Burney Co., proprietary rating system score vs. performance of 25-stock portfolios

  • 25-Stock-Portfolio
    Data Source: S&P Research Insight; Calculation by Burney Co., proprietary rating system score vs. performance of 25-stock portfolios

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The Burney Advantage

While emotions often dominate in the short run, economic fundamentals drive stock prices over time.