Bamco Inc. /ny/
BAMCO, INC. is an investment adviser headquartered in New York, NY. Founded in 1987, BAMCO is a wholly owned subsidiary of Baron Capital Group, Inc., and provides investment advisory services primarily to mutual funds under the Baron Funds brand, as well as to collective investment trusts and other pooled vehicles. The firm is focused on active growth equity investment management and employs roughly 210 financial professionals. BAMCO manages over $39 billion in assets and serves institutional and intermediary clients worldwide.
Investment Strategy
BAMCO employs a long-only investment approach focused on capital appreciation, with incidental income generation. The firm conducts fundamental, bottom-up research to identify high-quality growth businesses that possess durable competitive advantages, strong management teams, and robust industry tailwinds. Their investment process includes building proprietary valuation models, frequent management meetings, and comprehensive industry analysis to support long-term, conviction-driven positions. Each portfolio is constructed from the ground up, targeting superior risk-adjusted returns while maintaining a disciplined risk management framework. BAMCO manages more than 18 distinct investment strategies, all unified by their long-term growth investment philosophy.
Top Holdings
Equity Positions (303)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | 11.21% | $4.14B | 13,018,798 | $19.51 | $317.66 | +$452.1M |
A ACGL | ARCH CAP GROUP LTD | 4.87% | $1.80B | 19,727,230 | $13.69 | $91.05 | -$124.2M |
C CSGP | COSTAR GROUP INC | 4.29% | $1.58B | 19,679,935 | $18.58 | $80.40 | +$74.3M |
I IT | GARTNER INC | 4.00% | $1.48B | 3,652,761 | $46.55 | $404.22 | -$106.6M |
G GWRE | GUIDEWIRE SOFTWARE INC | 3.57% | $1.32B | 5,589,520 | $55.14 | $235.45 | +$254.2M |