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, outperforming the relevant benchmarks.
BAM – LCV strategy aims to hold 50-70 US listed large cap value stocks. The strategy’s investment process combines both a qualitative and quantitative analysis of the stock. The qualitative analysis involves evaluating the strength of the management team and its strategic direction, understanding the sustainability and growth potential of its business model, and evaluating industry trends and the company’s competitive position. The quantitative analysis includes a review of the company’s financial metrics, valuation analyses and a view on technical and market conditions.