Account Access

Beam Capital Management currently offers the following product(s) to Fund Sponsors and Fund of Funds Managers:

Beam Capital Management MultiCap Value Portfolio (BCM MVP)

Description

- US listed Equities, up to 25 holdings

- All-Cap Opportunistic Value Portfolio

- Goal is Absolute Return

- Long Biased - Long only, but will go short to "Neutral" to protect assets

Features

- Unique exposure to US equities through a hedged opportunistic portfolio

- Low minimum account size. Minimum account is $1 Million

- Inception - January 2005

Process

- Top-Down Macro Approach

- Standard Value Metrics - Absolute and relative to peers

- "Opportunistic" - Select stocks that are expected to appreciate within 3-12 months given our Macro or Industry view and company specific catalysts

- Separately Managed Account (SMA) held in the Fund's name at a third party custodian/broker with Beam Capital Management having discretionary trading power

Why SMA structure with Beam Capital Management is superior to Fund (Limited Partner) Structure:

1) Transparency: Manager can be easily monitored for adherence to strategy and to any pre-agreed parameters

2) Security: Assets held in client's name, not in an entity that the General Partner (or manager) controls

3) Clients get a monthly statement and have daily access to their accounts (balances, positions, etc...)

4) No Lockup: Accounts can be closed/withdrawn with only a 2 week notice

5) No early withdrawal penalties. Unearned management fees will be refunded

Performance:

Performance and Management Fees can be obtained by contacting Beam Capital Management