Barksdale Investment Management is dedicated to helping clients achieve their investment objectives by constructing individual portfolios based on disciplined, time-tested strategies and by tailoring them to the specific needs and risk parameters of each client. To that end, Barksdale has assembled a team of caring and experienced professionals who work together in a collegial atmosphere while upholding the highest ethical standards.
Who We Are
Barksdale Investment Management is an independent, 100% employee-owned investment management firm and a certified Women’s Business Enterprise. Since 1984, Barksdale has provided highly customized fixed income and equity management primarily to institutional clients. Barksdale puts clients’ individual risk-reward considerations first, with a focus on downside protection. The firm’s investment philosophy of implementing active portfolio management across multiple benchmark measures has served clients well through decades of interest rate, economic and credit cycles. Barksdale is a Registered Investment Advisor under the Investment Advisors Act of 1940, with $3.5 billion in assets under management (as of December, 31 2023) across core, core-plus, intermediate-duration, short-duration, enhanced-cash, high-yield and equity strategies.