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In 1975, when the Burnham Fund was launched, there were fewer than 30 mutual funds that used a growth and income approach to investing. Today, there are over 1,000. In this increasingly competitive market, the Burnham Fund has distinguished itself not only through its performance, but by evolving its investment strategy to keep pace with new market opportunities.
Under the seasoned leadership of Jon Burnham, Chairman of Burnham Investors Trust, the Burnham Fund continues to calibrate its strategies to pursue the market's most attractive opportunities. In addition to monitoring and adjusting its allocation between growth and income producing investments, the fund has sought to offer superior performance by favoring selected growth areas, and choosing specific stocks based on the manager's in-depth analysis and the firm's broad expertise.
In describing his underlying investment philosophy, Jon Burnham states, "There are several characteristics that I usually look for in a stock. I tend to seek out companies that give new technologies a key role in their business model. Certainly, sustainable earnings growth is important, and the stock should not be overpriced. It's also a good sign when managers have a substantial investment stake in their own company. Also, shareholders with taxable accounts may appreciate the fact that we pay very close attention to tax efficiency."
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