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Small Cap

Small Cap Strategy

The Byrne Asset Management (BAM) – Small Cap strategy is led by Brian Arena, who previously ran the $2.5 billion New Jersey Small Cap Portfolio for the New Jersey State Pension Fund for 13 years (1994-2006).

Strategy Overview

Performance

Focused on generating long-term capital appreciation

Portfolio Construction

Diversified exposure to high-quality small cap equities

Investment Horizon

Long-term focus with strategic rebalancing

Investment Process

BAM – Small Cap holds US listed small cap 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 Small Cap strategy has delivered strong performance since inception in December 2019, with an annualized return of 16.4%.

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 Small Cap strategy has delivered strong performance since inception in December 2019, with an annualized return of 16.4%.

For complete performance details, attribution analysis, and portfolio characteristics, please download our institutional tear sheet or contact our investment team.