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.
