
Large Cap Value
Large Cap Value Strategy
The Byrne Asset Management (BAM) – Large Cap Value (LCV) strategy is led by Brian Arena, who previously ran the equity portion of the State of New Jersey’s $80 billion public pension fund. From 2005 through 2019, Brian managed the entire domestic equity portfolio.
Strategy Overview
Performance
Focused on generating long-term capital appreciation
Portfolio Construction
Diversified exposure to high-quality large cap value equities
Investment Horizon
Long-term focus with strategic rebalancing
Investment Process
BAM – LCV strategy aims to hold US listed large cap value stocks. The strategy’s investment process combines both a qualitative and quantitative analysis of the stock.
Qualitative Analysis
- Evaluating the strength of the management team and its strategic direction
- Understanding the sustainability and growth potential of its business model
- Evaluating industry trends and the company’s competitive position
Quantitative Analysis
- Review of the company’s financial metrics
- Valuation analyses
- View on technical and market conditions
Performance
The Large Cap Value strategy focuses on identifying undervalued companies with strong fundamentals and solid long-term growth potential.
For complete performance details, including risk metrics, attribution analysis, and benchmark comparisons, please download our institutional tear sheet or contact our investment team directly.
Strategy Resources
Our Large Cap Value strategy implements a disciplined approach to identifying well-established companies trading below their intrinsic value.
For complete performance details, attribution analysis, and portfolio characteristics, please download our institutional tear sheet or contact our investment team.