Bhirud Associates, Inc.(BAI) is a Registered Broker/Dealer, a registered investment advisor, a member of the FINRA, and a member of SIPC.
Bhirud Associates Provides Equity Strategy Research Services for Institutional Clients
Our primary focus is on publishing in-depth studies on topics of importance to equity investors, such as equity valuations (in broad terms), asset allocation issues, or the correlation of various fundamentals and economic indicators to stock prices. In addition, we focus on uncovering anomalies of importance to equity investors, such as the depressed dividend payout ratio in the current cycle, high corporate profitability in the current cycle, or the relative valuation of equities vs. Treasury yields. We send out frequent emails on these topics on a regular basis. Emails include a weekly chart book, which has an extensive collection of charts that should be useful to equity investors in determining their investment strategy. Examples include a chart of normalized dividend payout ratio for SPX, a chart of P/E multiples and CPI, and a chart of dividend yield for SPX and long-term Treasuries. Some of the charts go back to 1926.
Asset Management Services
Bhirud Associates offers asset management services, specializing in managing diversified equity portfolios. The primary focus is on selecting stocks from the S&P 500 index universe, using our proprietary multi-factor model that ranks stocks in order of attractiveness based on dividend yield and dividend growth. We emphasize stocks that have accelerating dividend growth relative to the 500 stocks in the S&P 500 index universe.
Suresh L. Bhirud, CFA, is the founder and President of Bhirud Associates, Inc. (BAI). Suresh founded BAI in 1991. Prior to founding BAI, Suresh was Chief Investment Strategist with major Wall Street firms. He brings with him more than twenty years of experience in stock market research with major firms.
Suresh was elected to the Institutional Investor “All-American Research Team” in the categories of Quantitative Analysis as well as Portfolio Strategy for several years. He has also authored articles on investment theory and portfolio strategy that were published in The Journal of Portfolio Management and Financial Analysts Journal.
The information on this web site is provided for informational purposes only and is not an offer to sell or a solicitation to buy.
Any performance data quoted here represents past performance only. The investment return and principal value of an investment will fluctuate. Past performance is not indicative of future performance.
Bhirud Associates, Inc., 6 Thorndal Circle, Suite 205, Darien, CT 06820