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About Benjamin C. Halliburton

Helping investors improve their financial security through unique and proven investment strategies

Managing Director & Chief Investment Officer, Tradition Asset Management

Benjamin C. Halliburton is chief investment officer of Tradition Asset Management, LLC. He oversees investment research and strategy for Tradition, heads the Investment Committee, and is the lead portfolio manager for equity strategies. He is also responsible for the development of the firm’s global strategies and led the firm in diversifying its assets. While he has in-depth knowledge of both the energy and technology sectors, which he has covered as an analyst for nearly three decades, he has also been investing and picking stocks in most sectors of the market during his long investment career.

Since starting his investment career at Merrill Lynch in 1986, Ben has been continuously involved in investing. He managed money while he was earning a master of business administration with a focus on finance from Duke’s Fuqua School of Business in 1990, where he was distinguished as a Fuqua Scholar.

Ben continued his investment career with Brundage, Story & Rose (BS&R), where he was the firm’s director of research, responsible for overseeing the equity selection process. In recognition of his investment skills, the firm named him a partner. He chaired the Research Committee and was a member of the Investment Policy Committee. Ben developed a valuation methodology that utilizes fundamental, company-specific research to estimate key financial metrics allowing for the prioritization of stock investment opportunities.

He also designed, developed, and managed BS&R’s successful Disciplined Growth Strategy, an equity strategy focusing on growth at a reasonable price (GARP) stocks. In 1994, he earned the Chartered Financial Analyst designation.

Ben started to receive some attention and was first quoted in Barron’s in 1998. He helped found Tradition in 2000 and has been seen on numerous leading national business shows, including Forbes on Fox, and programs on CNBC, Bloomberg TV, Fox Business, and the now-defunct Financial News Network. Ben has also been quoted in print and web publications such as The Wall Street Journal, Bloomberg Businessweek, Financial Times, Market Watch, The New York Times, U.S. News & World Report, Associated Press, Dow Jones Newswires, and Reuters.

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