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).
BAM – Small Cap aims to hold 50-70 US small cap stocks. The strategy’s investment process combines both a qualitative and quantitative analysis of each stock. The qualitative analysis involves evaluating the strength of the management team, 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 an assessment of technical and market conditions.