Kal Salama

Provides investment management services

Financial management

Provides investment consulting services

Functions as a College/University

Functions as a College/University

BME Investment Partners manages an active global asset allocation strategy that seeks to generate significant alpha at a substantially lower level of risk relative to similar strategies. Their approach is based on over 30 different proprietary investment models each evaluated using a multi-time horizon model that strives to maximize alpha relative to drawdown risk. The firm offers Global Tactical Asset Allocation, Global Absolute Return and Global Portable Alpha strategies through several vehicles including separately managed accounts, portfolio overlay and limited partnerships. BME's investment approach is based on a process referred to as 'Valuation and Dynamics.' The approach seeks to determine the process by which price moves relative to value. The firm examines long-term cash flows to determine whether an asset is cheap or expensive. They examine near-term cash flows to determine how quickly the valuation gap will close. The combination of valuation and dynamics helps BME capture fundamental mispricings while avoiding valuation traps. Their strategy seeks to determine the amount by which an asset class may be overvalued or undervalued and where that asset class is within its investment cycle. The firm's fundamental and quantitative approach is based on relative cash flow relationships between asset classes, countries and currencies.

THG builds a portfolio designed to offer reliable long-term return opportunities within a globally diversified structure. The firm seeks to maximize potential long-term return at the targeted risk level. Their equity portfolio typically holds over 5,000 individual equities, while its bond portfolio typically holds over 4,000 individual bonds.