Individual Securities. Investment Transparency.

Each of our client’s goals is different, but BFM’s approach has remained steady. For more than 40 years, our approach to investing in individual securities supported by a dedicated research team has endeavored to produce solid long-term results for clients.

BFM has a long term approach to investing, typically holding for 3 to 5 year periods. Our team works to create custom portfolios leveraging experience and informed ideas to maximize market opportunities and mitigate gains and losses.

BFM’s disciplined investment approach starts with a proprietary review process, is enriched with extensive research and analysis, and monitored over time. The result is concentrated portfolios of individual securities, which allow for greater investment transparency, the harvesting of capital gains or losses, lower management fee expenses, and the ability to manage legacy positions.

  • STUDY
  • FORECAST
  • EXECUTE
  • MONITOR & REVIEW
  • DIVIDEND APPRECIATION
  • CORE PLUS
  • INTERNATIONAL

BFM actively invests in what we deem to be high-quality securities and aims to hold concentrated portfolios for many years. High-quality businesses are defined as possessing competitive advantages that allow them to earn above-average returns on their capital and generate growing, reliable cash flows. Our approach is to opportunistically purchase their stock when the market might misperceive intrinsic worth.

Our philosophy uses fixed income to mitigate the overall volatility of a portfolio, while providing a reliable income stream to investors. For taxable accounts, we construct diversified portfolios of individual, investment-grade corporate issues that we intend to hold to maturity.  For tax-exempt accounts, we utilize general obligation and essential purpose municipal bonds. We believe the interest rate environment and duration targeting are the building blocks of a bond portfolio.
  • TAXABLE
  • TAX-EXEMPT

Alternatives

As appropriate, BFM utilizes alternative investment classes to further diversify portfolios and mitigate volatility. We pass our team’s experience of riding differing market environments on to the advice we provide for our clients in managing their portfolios.

Purpose-Driven Investing

We believe in supporting our clients who wish to fold their social beliefs into their investment goals. Whether it comes in the form of Socially Responsible Investing (SRI), Environmental, Social & Governance (ESG), or other exclusions, our team works to reflect each client’s plans in their portfolio composition.

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