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.
