BAMCO INC Overview

Bamco Inc is an investment advisor that manages 24.2 BN dollars in regulatory AUM and has 98 employees, of which 27 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 44BN in positions, representing 182% of the manager's regulatory AUM.

BAMCO INC StockAlpha

Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BAMCO INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TSLA 10.57% Cons. Disc. 33.26% 1.58% 0 18%
IT 3.76% Tech 9.27% -0.02% 8 9%
Unlock Positions and Returns Details
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

BAMCO INC Founders and Key Employees

Name Title In Position Since
Ronald S. Baron Chairman, Ceo And Cio January-1987
Clifford Greenberg Director & Senior Vice President January-1997
Linda S. Martinson Director, President & Chief Operating Officer January-1987
Susan J. Robbins Director & Vice President January-1987
Peggy C. Wong Vice President, Chief Financial Officer & Treasurer June-1987
Andrew J. Peck Senior Vice President April-2003
Patrick M. Patalino Vice President, General Counsel & Secretary August-2007
Lawrence J. Cohn Vice President & Chief Information Officer March-2008
Anita M. Nagler Director February-2008
David R. Baron Research Analyst July-2005
Michael R. Baron Research Analyst September-2004
Louis B. Beasley Chief Compliance Officer September-2014

BAMCO INC Brokers, Custodians, Auditors and Administrators

Type Company

BAMCO INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

All portfolio managers and research analysts are focused on fundamental analysis of businesses. Our primary objective is to understand the key drivers of growth and profitability of each company in which we invest. We perform exhaustive proprietary research to evaluate opportunities and to validate our investment theses.

We evaluate:
• Business opportunities and growth prospects

• Business models
• Unique products or services
• Appropriate uses of capital
• Long-lasting multi-year growth
• Barriers to replication
• Regulatory environment

We evaluate management’s:
• Character
• Vision
• Competence
• Business practices
• Management style
• Ownership
• Track Record

We conduct a thorough financial analysis by creating:
• Comprehensive, prop...
Unlock Full Investment Process Description

BAMCO INC Portfolio Concentration

BAMCO INC Location

767 5TH AVE
NEW YORK, New York

BAMCO INC Contact Information

Phone Number: 212-583-2000
Fax Number: 212-583-2014



The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A