David Burrows
Barometer Capital Management
Value
415.3M
Stocks
131 Stocks (0 new)
Turnover
21.07%
CIK
1536890
Top Holdings
ASML(4.70%) ITA(4.43%) BBVA(3.88%) GFI(3.59%) DGRO(3.33%)
About Investor
Established investor leading Barometer Capital Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
David Burrows Letters
| Letter | Fund Name | Ticker | Date | View |
|---|---|---|---|---|
| 2025 Q4 | Barometer Capital Management | AEM.TO, BBD-B.TO, BVN, CAT, CLS.TO, CPX.TO, FTT.TO, GOOGL, HWM, K.TO, LRCX, MS, NA.TO, POW.TO, RTX, RY.TO, SAN, SE, TTWO, TVE.TO | Feb 23, 2026 | View |
| 2025 Q3 | Barometer Capital Management | AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA | Sep 30, 2025 | View |
| 2025 Q2 | Barometer Capital Management | AEM.TO, BKR, BVN, ERJ, EWA, EWS, FFH.TO, GE, GEV, HWM, IBIT, K.TO, MSFT, NFLX, NVDA, SAN, TMX.TO, TOU.TO, UUP, WSP.TO | Sep 21, 2025 | View |
| 2025 Q1 | Barometer Capital Management | AAPL, AEM, ATRL.TO, AVGO, CPX.TO, CRWD, ERJ, GDX, GDXJ, GOOGL, HWM, K, KMI, MDA.TO, PHYS, TMX.TO, TPZ.TO, V, WPM, XGD.TO | Mar 31, 2025 | View |
| 2024 Q4 | Barometer Capital Management | AAPL, ATRL.TO, AXON, BWXT, CAT, CCO.TO, CM.TO, FFH.TO, GS, HWM, IBIT, JPM, L.TO, MSI, NEE, NVDA, NVS, REGN, TECK-B.TO, V | Dec 31, 2024 | View |
| 2024 Q3 | Barometer Capital Management | AEM.TO, ARX.TO, AVGO, BRBR, BWXT, CCO.TO, CIBC.TO, EFN.TO, FFH.TO, GE, HWM, K.TO, MFC.TO, NEE, NVDA, PGR, QCOM, SO, TRP, VLO | Sep 30, 2024 | View |
| 2024 Q2 | Barometer Capital Management | AGI.TO, AVGO, CNQ.TO, COP, COST, CS.TO, DIS, DOL.TO, EFN.TO, ETN, K, L.TO, LLY, MSFT, MSI, NVDA, QSR.TO, RIO, TRI.TO, VLO, VMC | Jun 30, 2025 | View |
| 2023 Q2 | Barometer Capital Management | AGI.TO, AVGO, CNQ.TO, COST, CS.TO, DIS, DOL.TO, EFN.TO, ETN, K, L.TO, LLY, MSFT, MSI, NVDA, QSR.TO, RIO, TRI.TO, VLO, VMC | Jun 30, 2023 | View |
| 2023 Q1 | Barometer Capital Management | AVGO, AXON, CROX, CS.TO, JPM, MSFT, NVDA, ORCL, STLC, STN | Mar 31, 2023 | View |
