Investment Approach
A Leading Investment Platform
Seeking to deliver 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 core strategies: Equities Long/Short, Fixed Income & Macro, Commodities, and Multi-Asset Arbitrage. We value the insights that emerge from collaboration across all of our strategies and investment teams globally.
Equities
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 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.
Fixed Income & Macro
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.
Commodities
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.
Multi-Asset Arbitrage
Perseverance and adaptability as competitive advantages.
We navigate volatility, adapt to changing markets and aim to generate returns in all environments.
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 moreImpact & Insights
Featured Post
Dmitry Balyasny Appears on Capital Allocators Podcast
Our founder, Dmitry Balyasny, joins Ted Seides on the latest episode of Capital Allocators.
Risk Disclosure
An investment in the funds managed by BAM is speculative and involves a high degree of risk, including the risk that these funds could lose value (a risk of loss). BAM will employ certain trading techniques, such as short selling and the use of leverage, which may increase the risk of investment loss.