BAM Investment Portfolios
Strategic Income (BAMSI):
Primary investment objective is current cash flow from income producing investments. Portfolio emphasis on stock dividends, bond interest and option premiums. REIT’s and other traditional income securities considered.
Diversified Value (BAMDV):
Primary investment objective is low-to-moderate risk from fundamentally sound equities to achieve a total return from dividends and appreciation. Portfolio emphasis on intrinsically low-to-fair value companies. Selection focus on large-cap issues possessing favorable valuation metrics.
Global Opportunities (BAMGO):
Primary investment objective is cash flow and capital appreciation from worldwide investment diversification. Portfolio emphasis on securities benefiting from developed, developing and emerging economies. Overweight to all-cap US multi-national companies generating consistent global earnings and revenues.
Thematic Growth (BAMTG):
Primary investment objective is capital appreciation. Growth stock portfolio seeks to benefit from a thematic approach. Concentration on companies, sectors and geographies expected to benefit from prevailing trends, demographic and consumer developments and demands.