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Investment Strategies

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

BCM offers Mid/Large-Cap and Small/Micro-Cap equity strategies supported by the same people, process, and philosophy. For institutional investors, BCM manages separate accounts and client-side custom funds. For individual investors, BCM manages the BCM Focus Small/Micro-Cap Fund (ticker: BCSMX) which is available in jurisdictions where the fund is registered.

BCM Focus Funds website

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Mid/Large-Cap Equity

Focused portfolios of mid- and large-cap public companies. Seeks long-term capital appreciation in excess of broad market benchmarks.

Small/Micro-Cap Equity

Focused portfolios of small- and micro-cap public companies. Seeks long-term capital appreciation in excess of broad market benchmarks.

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