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Buford, Dickson, Harper & Sparrow

211 North Broadway, Ste 2080
St. Louis, Missouri 63102
United States
 
Contact :      Tracie Gregory
Phone :       314-725-5445
Fax :             314-621-5905
Email :         tgregory@bdhscapital.com
Web :           http://www.bdhscapital.com

Buford, Dickson, Harper & Sparrow Information

Type of organization : C Corporation
Total Assets Managed ($Mil) : $6
Tax-Exempt Managed ($Mil) : $28
Taxable Assets Managed ($Mil) :
Year Founded : 1995
Wrap Programs Offered? : No
# of Accounts Managed : 28
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : Yes
Wrap Program Description  
In $ Thousands

Buford, Dickson, Harper & Sparrow History

Buford, Dickson, Harper & Sparrow, Inc. is an independent Investment Counselor and Registered Investment Advisor which, has approximately $100 million of core momentum growth stock assets under management. Clients primarily include institutional clients such as pension funds. The firm was founded in 1995 and is 100% owned by the minority principals. The sole investment focus of the firm is core momentum growth stocks. Buford, Dickson, Harper & Sparrow, Inc. has a long-term performance history which has been superior to the market.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
2
$.5
 
Limited Partnership :
0
 
Foundations :
2
$1.3
ERISA :
0
$0
Unions, Taft-Hartley :
0
$0
Public :
2
$26.2
Others :
Total # of Professional : 6 Analysts : 1
Portfolio Managers : 1 Traders : 0
Client Service : 2 Operation : 1

Buford, Dickson, Harper & Sparrow Personnel

Mr.  Gerrald Sparrow

Portfolio Manager
Tel : 314-725-5445
Email: gsparrow@bdhscapital.com
Gerald R. Sparrow is a partner, Chief Investment Officer, and Chairman of the Investment Committee. Gerald rejoined Buford, Dickson, Harper and Sparrow, (BDHS) in 2012. Gerald has over 20 years of investment experience. Gerald founded Sparrow Capital Management, Inc., a registered investment advisor and Sparrow Growth Fund a SEC registered investment company in 1988. Gerald helped found BDHS in 1995, where he served as Chief Investment Officer from 1995 to 2005. Prior to founding Sparrow Capital, Sparrow Growth Fund and BDHS, Gerald was an Institutional Sales Representative for Strong/Corneliuson Capital Management in Milwaukee, WI. Gerald is on the Board of Directors of the Missouri Department of Conservation St. Louis Regional Advisory Council. Past member of St. Louis Zoo Friends Association and St. Louis Zoo Finance Committee, Association of Investment Management and Research, St. Louis Financial Analyst Society; Associate Board of the Arts and Education Council of St. Louis. Gerald is a frequent commentator on Money Talk on WRTH Radio and the Money Show on KMOX Radio in St. Louis. Gerald has also been featured in the St. Louis Business Journal, St. Louis Post-Dispatch and the St. Louis Medical Journal. Gerald has also received civic and military commendations. Gerald served as a sergeant in the United States Marine Corps 1st Marine Division in San Diego, California; Marine Barracks, Pearl Harbor, Hawaii; Marine Corps Air-Station Tustin, California and Marine Reserves, Lambert Field, St. Louis, Missouri from 1978 to 1985. Gerald has a Bachelor of Science in Business from University of Missouri St. Louis, MO and an MBA from Washington University St. Louis, MO. Honorary member of Beta Gamma Sigma since 1985.

Mr.  Reginald  Dickson

President/CEO
Tel : 314-725-5445
Email: rdickson@bdhscapital.com
Reginald D. Dickson serves as CEO, Chairman of the Board and majority owner of Buford, Dickson, Harper & Sparrow. He is also a member of the Investment Committee. Reginald has 33 years of business to business experience. Reginald currently serves on the Board of Directors of Huntington National Bank of Columbus Ohio and on the Board of Regents of Southeast Missouri State University in Cape Girardeau, Missouri. He has also served on the Board of Directors of Dollar General Corporation (member of the audit committee), First American National Bank/AmSouth, now Regions Bank (as board chairman), Community Development Corporation, and Heartland Bank. Reginald has cultivated relationships with the business community while serving on the boards of several non-organizations like the American Red Cross, the Family Investment Trust, the United Way, the St. Louis Community College, the Boy Scouts of America, the Black Leadership Roundtable (founder) and on the Small Business Advisory Council for the FCC. Most notably, Reginald is the retired President and CEO of Inroads, Inc., a national minority career development organization. Reginald has B.A. from Harris-Stowe Teachers College and a Bachelor of Science-Business from Washington University St. Louis.

Mr.  RObert W. Gay

Researcher/Analyst
Tel : 212-462-4325
Email: rgay@the-gears.com
Robert W. Gay, CFA joined Buford, Dickson, Harper and Sparrow, (BDHS) in 2012 and serves as the Director of Research and is a member of the Investment Committee. Robert has 30 years of experience in quantitative equity analysis. Robert has worked as a Quantitative Analyst at Dominion Securities Ltd., in Toronto. While at Dominion, Robert developed the Price of Growth process for Canadian equities. Price of Growth is an innovative time-series oriented equity investment decision making tool based n equity yield and growth spreads. It was the top-ranked Canadian quantitative research product in the Financial Postís Brenden Wood analystís pool from 1984 to 1987. Robert moved on to Donaldson, Lufkin and Jenrette in New York and was Vice President and Director of Quantitative Research. He developed the database and software for the RISK decision process and marketed it as a custom quantitative service to investment institutions. Robert was selected to Institutional Investors Magazineís All-American Research team each year from 1990-1995. Robert further perfected the RISK pattern recognition process into a text based research product producing quarterly research reports on over 4,000 North American companies while working at the New York- based US Unit of Loewen, Ondaatje, McCutcheon Ltd., a boutique Canadian institutional research firm as Executive Vice President and Director of Quantitative Research. While there he also developed an auto-email process to assemble and deliver custom research and analytical packages to guide portfolio managersí decisions. Robert founded Global Equity Analytics & Research Services, LLC, (GEARS) in 1997. GEARS is an independent provider of fundamental corporate performance metrics assembled from historical financial statements using a patented data extraction procedure and a managed taxonomy map. The taxonomy map facilitates the creation of measures of corporate performance that are free of distortions related to changing corporate structure, changing accounting policies and variations in line-item definition through time. Accurate performance metrics allow the creation of company specific decision criteria by identifying those metrics that have a high degree of correlation with the share price over the record of the company. Robert has a degree in Economics from the University of Saskatchewan, Saskatoon, Saskatchewan, Canada, a Master of Arts degree in Economics from the University of Western Ontario, London, Ontario, Canada and is a Chartered Financial Analyst.

Buford, Dickson, Harper & Sparrow Product Name

Large Cap Growth:Privately Managed Accounts
Small Cap Growth:Privately Managed Accounts
Report Created: January,27 2020.  Copyright Money Manager Review , All rights Reserved.
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