Why BCM

People

Keith has over 20 years of experience performing due diligence in uncommon and/or overlooked markets. He will continue to find and capitalize on these similar opportunities for the Fund.

Performance

Through appplant a similar approach in his personal portfolio Keith’s strategy consistently generated over 20% annually since 2007.

Philosophy

Understanding the fundamentals of businesses, focusing on valuation, and ensuring the alignment of management are our key criteria for how we evaluate securities.

Process

The investment process was refined over the course of two decades and has proven successful over a 17 year period in generating above-market returns for its investor.