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 12/31/18. The fund's latest filing disclosed 20BN in positions, representing 82% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/18. The fund's latest filing disclosed 20BN in positions, representing 82% of the manager's regulatory AUM.
BAMCO INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BAMCO INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MTN | 5.21% | Cons. Disc. | 0.22% | -0.66% | 13 | 10% | ||
| IT | 4.49% | Tech | 14.28% | 0.01% | 8 | 6% | ||
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FEATURED IN
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
5
• 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
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
5
• 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
49TH FLOOR
NEW YORK, New York
UNITED STATES, 10153
49TH FLOOR
NEW YORK, New York
UNITED STATES, 10153
BAMCO INC Contact Information
Phone Number: 212-583-2000
Fax Number: 212-583-2014
Website: http://www.baronfunds.com
Fax Number: 212-583-2014
Website: http://www.baronfunds.com
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