David Goldsmith

BAMCO principally manages long-only investment strategies for capital appreciation with production of income incidental to that objective. Each portfolio manager’s ability to choose appropriate investments for an account has a significant impact on their ability to achieve an account’s investment objective. The firm’s investment professionals are focused on fundamental analyses of businesses. Their primary objective is to understand the key drivers of growth and profitability of each company in which they invest.

CCM is a value manager that uses fundamental stock picking and sector-based trading. They employ a combination of top-down and bottom-up analysis to seek primarily US large-cap stocks. For long positions, the firm seeks stocks with competitive advantages, low valuations, solid business models and strong management. For core short positions, CCM seeks stocks with low competitive advantages, high valuations relative to the market or sector and weak management.

Functions as a College/University

Functions as a College/University

Provides brokerage services

BCM utilizes a long-term, fundamental, active approach to growth investing. The firm’s primary objective is to understand the key drivers of growth and profitability of each company in which they invest. They build five-year proprietary valuation models to quantify a company’s opportunities and risks, and to estimate the intrinsic value of its business.