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Lee, Danner & Bass, Inc.
Lawson Allen · Investment Advisor · Value
Lee, Danner & Bass, Inc. is an independent investment management and financial advisory firm based in Nashville, Tennessee. Founded in 1988 by John Lee, Ray Danner, and Frank M. Bass II, the firm has established itself as a trusted partner for high-net-worth individuals, families, endowments, and foundations. The institution operates as a registered investment advisor (RIA) and manages more than $1.8 billion in assets. Its primary focus is providing active, personalized investment oversight through the construction of customized portfolios tailored to the specific financial objectives and tax considerations of each client. By avoiding a one-size-fits-all approach, the firm emphasizes direct relationships between clients and portfolio managers, ensuring that every account reflects the unique risk tolerance and long-term goals of its investors.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.3% |
| YTD return | +8.6% |
| Sharpe ratio | 3.11 |
| Win rate | 69% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://leedannerbass.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| HCA | HCA Holdings Inc | 16.5% | -5.3% |
| BRK-A | Berkshire Hathaway Inc | 13.3% | +2.4% |
| GOOGL | Alphabet Inc Class A | 7.5% | +31.5% |
| CXW | CoreCivic Inc | 7.4% | +56.7% |
| AAPL | Apple Inc | 7.1% | +23.2% |
| VSAT | ViaSat Inc | 5.7% | +14.2% |
| MSFT | Microsoft Corporation | 4.7% | +2.3% |
| AEM | Agnico Eagle Mines Limited | 4.4% | +12.6% |
| AMZN | Amazon.com Inc | 4.3% | +15.0% |
| GS | Goldman Sachs Group Inc | 3.7% | +28.4% |
| URI | United Rentals Inc | 3.3% | +5.0% |
| RTX | Raytheon Technologies Corp | 2.9% | +16.4% |
| CAT | Caterpillar Inc | 2.8% | +47.8% |
| JNJ | Johnson & Johnson | 2.8% | +43.5% |
| V | Visa Inc. Class A | 2.5% | +8.3% |
| TIGO | Millicom International Cellular SA | 2.3% | +1.4% |
| XOM | Exxon Mobil Corp | 2.3% | +14.6% |
| GEO | Geo Group Inc | 2.3% | -1.5% |
| EHC | Encompass Health Corp | 2.2% | -3.6% |
| PNFP | Pinnacle Financial Partners, Inc. | 2.1% | +3.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 7.5% → 7.5% |
| Aug 31, 2026 | BUY | V | 2.4% → 2.5% |
| Aug 31, 2026 | SELL | XOM | 2.4% → 2.3% |
| Aug 31, 2026 | BUY | TIGO | 0.0% → 2.3% |
| Aug 31, 2026 | SELL | BRK-A | 13.3% → 13.3% |
Investment Style Analysis
Lee, Danner & Bass, Inc. is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Medical Care Facilities and Insurance - Diversified sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Lee, Danner & Bass, Inc. made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is centered on an active, value-oriented approach that utilizes individual equity and debt securities rather than pooled investment vehicles like mutual funds or ETFs. This strategy allows for greater tax efficiency and transparency, ensuring clients know exactly what they own. Lee, Danner & Bass employs a rigorous, fundamental research process to identify financially stable companies with strong earnings growth, dividends, and cash flow. By maintaining a focus on quality and long-term fundamentals, the firm seeks to preserve and enhance client capital while meeting specific liquidity and income requirements. Each portfolio is uniquely crafted, providing a high-touch service model that differentiates the firm from standardized, automated competitors.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Lee, Danner & Bass, Inc..
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Frequently asked questions
How is the simulated portfolio for Lee, Danner & Bass, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Lee, Danner & Bass, Inc.'s largest holding?
As of the latest filing, Lee, Danner & Bass, Inc.'s top position is HCA Holdings Inc (HCA), representing 16.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Lee, Danner & Bass, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +16.3% with a win rate of 69%. Notably, the portfolio maintains a Sharpe Ratio of 3.11, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Lee, Danner & Bass, Inc. primarily invest in?
Lee, Danner & Bass, Inc. has a strong preference for the Medical Care Facilities sector, which makes up 18.7% of their disclosed assets. The portfolio also has exposure to Insurance - Diversified, indicating a specific thematic focus.
Is Lee, Danner & Bass, Inc.'s portfolio concentrated or diversified?
Lee, Danner & Bass, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 37.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Lee, Danner & Bass, Inc. performed in 2026?
Our AI-simulated model portfolio for Lee, Danner & Bass, Inc. tracks a Year-to-Date (YTD) return of +8.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Lawson Allen manage Lee, Danner & Bass, Inc. directly?
Yes, Lawson Allen serves as the key portfolio manager for Lee, Danner & Bass, Inc., overseeing the investment strategy and final capital allocation decisions.