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Institutional Strategies

Experienced institutional investment solutions for organizations

Institutional Investment Solutions

Byrne Asset Management provides institutional investors with expertly managed equity and fixed income strategies led by seasoned portfolio managers with over 30 years of experience. Our disciplined investment process integrates bottom-up security selection with top-down macroeconomic analysis, ensuring a balance between opportunity, valuation discipline, and risk management.

Investment Strategies

Small Cap Strategy

Led by Brian Arena, former manager of New Jersey’s $2.5 billion Small Cap Portfolio, this strategy focuses on U.S. listed small-cap stocks. We identify high-potential investments through corporate management engagement, industry analysis, and financial valuation metrics.

Strategy Details

Large Cap Value Strategy

Managed by Brian Arena, this strategy builds on his experience overseeing the $80 billion equity portfolio for New Jersey’s public pension fund. It targets U.S. large-cap value stocks, emphasizing strong management teams, competitive industry positioning, and disciplined valuation.

Strategy Details

Investment Grade Fixed Income

Led by Art Ernst, who has over 35 years of experience managing fixed income portfolios, this strategy focuses on investment-grade corporate and government securities. We conduct macroeconomic and yield curve analysis to construct a portfolio that balances income generation with risk control.

Strategy Details

Our Investment Process

We apply a structured, research-driven investment process that incorporates both bottom-up security selection and top-down portfolio construction.

  • Security Selection: Rigorous analysis of company management, industry trends, competitive positioning, and financial health
  • Valuation Analysis: Disciplined price targets based on intrinsic value calculations and historical metrics
  • Portfolio Construction: Optimal allocation across sectors with consideration for macroeconomic factors
  • Risk Management: Continuous monitoring to ensure adherence to risk parameters
Investment Process

Ready to Learn More About Our Institutional Strategies?

Our team would be happy to discuss your organization’s investment needs and how our strategies may help you achieve your objectives.