A Leading Investment Platform
Delivering consistent uncorrelated returns to our investors in all market environments.
Achieving success together.
We founded BAM to create the type of firm we would want to work at – a meritocracy that rewards performance, operates without silos, promotes talent and values the spirit of collaboration and innovation. BAM recognizes the impact of culture in driving performance and fosters an environment of partnership, accountability and continuous improvement on behalf of our investors.
Diversified strategies driving uncorrelated performance.
BAM’s mission is to consistently produce absolute returns in all market environments. We employ a multi-strategy, multi-PM model with a blend of six core strategies: Equities Long/Short, Macro, Equities Arbitrage, Commodities, Credit, and Growth Equity. We value the insights that emerge from collaboration across all of our strategies and over 145 investment teams globally.
Our teams invest across a variety of sectors and are supported by our advanced trading, execution, research and technology teams.
Equities portfolios are constructed in accordance with BAM’s risk framework, which seeks to minimize market and factor impact, while deploying capital into ideas with the highest odds of success.
Anthem, our Portfolio Manager Development program, seeks to identify and develop the future leaders in finance. Participants are given the tools and guidance to grow into industry-leading portfolio managers at BAM.
Our Unique Edge:
Culture of Collaboration:
We believe that open and engaged dialogue between teams leads to the best decision making.
Risk Management and Capital Allocation:
Robust tools measure crowding and factor risks, while minimum risk bands drive consistent risk taking.
Monetization of Data and Technology:
Leading tools to evaluate data and maximize return potential.
Our Risk Management team partners directly with our portfolio managers to provide insight and data analysis in addition to ongoing risk monitoring. We seek to deliver the best in class returns while managing volatility through a multi-dimensional risk framework.
Collaboration is a critical part of our investment process. We aim to harness the talent, expertise, and insights of our global teams to identify and capture opportunities across a range of geographies and asset classes.
Equities Arbitrage Portfolio Managers are fully integrated into the broader BAM Equities Platform and we encourage collaboration and Portfolio Manager discussions across teams. This enables deep knowledge across the strategy and strengthens our ability to generate diversified ideas.
We use BAM’s technology, infrastructure, and the Data Intelligence Group to provide our Investment Teams with advanced tools. These resources facilitate screening of opportunities and optimize capital deployment.
Collaboration with Equities and Macro Teams provide industry knowledge to supplement the forecast of physical supply demand balances. Through research, information-gathering, and data sharing, we create synergies across investment strategies.
Credit investment professionals embrace BAM’s culture of collaboration, working closely with our fundamental equities teams and leveraging insights from industry specialists with deep sector knowledge and experience.
We believe combining our sophisticated public equity investing platform with a dedicated, well-networked growth equity team creates tremendous synergies while generating a more diversified alpha stream for our investors.
Perseverance and adaptability as competitive advantages.
We navigate volatility, adapt to changing markets and aim to generate returns in all environments.
A responsible approach to investing.
BAM is a leader in our industry because of the thoughtful, comprehensive and analytical approach we take to investing. We keep our clients’ interests at the forefront and are committed to generating returns by deploying capital to the best, most scalable investment ideas.
Our teams bring diverse experiences and points of view to the table. As a performance-driven organization, we evaluate market opportunities through a variety of lenses, looking closely at factors such as management alignment, company culture, financial performance, governance, operations, economic impact and environmental risk.
We believe in capitalism and entrepreneurial innovation as the foundation of a free and prosperous society. We also recognize that sustainability is fundamental to protecting and enhancing the world around us. Our decision-making matrix is constantly evolving and improving, ensuring that we will always bring the best opportunities to our clients today and in the future.
Committed to the highest compliance standards.
Since our founding, BAM has operated with a deep commitment to the highest ethical and legal standards. We take seriously our leadership role, acting in the best long-term interest of our clients, our firm and the industry as a whole.
Each member of the BAM team thinks and acts like a long-term business owner, holding ourselves and one another accountable for decisions, large and small. Our global Compliance team, led by General Counsel and Chief Compliance Officer Matthew Siclari, brings more than 100 years of collective experience to the firm. We maintain a robust compliance infrastructure with sophisticated surveillance tools and clear internal policies and procedures.
Excellence in risk management.
Risk management is at the core of BAM’s investment process. Our risk framework is designed to maximize alpha generation and preserve investor capital, and our designated Risk team has a global footprint and includes specialists across various strategies, regions and asset classes. Through deep research, data analysis and highly integrated cross-team collaboration, we measure and evaluate risk at every level of the organization, capturing market opportunities while mitigating exposure. Learn more about BAM’s risk discipline.Learn more
Impact & Insights
BAM Names Seven New Partners
We are incredibly excited to add this cohort of top performers to our partnership. These individuals have been key contributors to the firm and embody the outstanding productivity, teamwork, and constant evolution we strive to achieve.