Markets in perspective.
Global macro, tactical allocation, and equity options strategies.
INVESTMENT MANAGEMENT
BCM provides investment management services for people and organizations. Summary overviews of our current offerings are listed below.
BCM MACRO ALLOCATION
BCM Macro Allocation (MA) is a global macro, multi-asset strategy that seeks long-term growth with an emphasis on risk management. The strategy takes macro-level positions that are tactically adjusted based on economic and market conditions. An overview of the strategy is available here. MA is open to new investors through separately managed accounts with a $250,000 (USD) minimum. Management fees start at 1% per year or lower based on assets under management (AUM).
BCM ENHANCED EQUITY
BCM Enhanced Equity (EE) is a long-short equity strategy that seeks long-term growth of capital. The strategy uses a combination of fundamental and technical analysis to take positions in single stocks and equity indices, primarily through publicly traded options. EE is currently only available to select investors on a limited basis.