What We Do

High Quality Tactical Solutions

We invest with discipline, curiosity, and a long-term mindset.

A Research-Driven Philosophy

Our process starts with deep fundamental work, understanding the business, the incentives, and the forces driving long-term value. We focus on names with clear catalysts or structural tailwinds, while avoiding noise and hype.

Our Investments

BCM is a long/short equity partnership built to uncover mispriced opportunities, manage risk with intention, and compound capital responsibly over time.

Long Positions

We invest in companies with durable advantages, improving economics, and catalysts that the market undervalues.

Short Positions

We short businesses facing structural decline, weak balance sheets, bad incentives, or inflated expectations.

At BCM, every decision is intentional - built on research, tested through debate, and aligned with long-term value creation.