Our Investment Strategies

For over twenty years, Bares Capital has managed concentrated, high-conviction, long-only portfolios of public equity securities for institutional investors.

BCM offers two core strategies supported by the same people, process, and philosophy. We implement our strategies in separately managed accounts and client-side fund vehicles.

U.S. Mid/Large-Cap Equity

A focused portfolio of mid- and large-cap common stocks of issuers in the United States. The strategy seeks long-term capital appreciation in excess of market benchmarks.

U.S. Small-Cap Equity

A focused portfolio of small-cap common stocks of issuers in the United States. The strategy seeks long-term capital appreciation in excess of market benchmarks.

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