SlideShare a Scribd company logo
1 of 19
Buchmann Capital Management, L.L.C.Business Plan July 2010 By Bryan Nelson
The Mission Statement of the Company is to assist accredited and non-accredited individuals meet their short, medium, and long-term financial goals by offering a variety of private funds. Buchmann Capital Management, L.L.C.’s overall goal is to outperform the market on the up-side while reducing the risk on the downside.  In addition, we aim to consistently exceed the benchmark over the 3, 5, and 10 year timeframe to measure the success of each fund. General Company Description
Buchmann Capital Management has a background like few others – individuals who are very good at spotting trends in (1) a regional economy or country, (2) staying ahead of the curve by investing in areas (and countries) that are poised for growth for years to come, and (3) having significant intellectual knowledge of various area of the World (China, India, and the US), yet able to work as a team to maintain our objective – serve our shareholders like no other. Core Competencies
Private Funds Offered through BCM Buchmann Capital Management offers the following types of funds for investors: Buchmann Diversified Emerging Markets     Fund Graham Foreign Core Fund Buchmann US Multi-Cap Growth Fund Graham US Multi-Cap Value Fund Graham Global Income Fund Graham Money Market Fund
Advantages of BCM Funds By offering six different funds with various objectives, Buchmann Capital Management is able to offer a ‘one-stop-shop’ for an investor to be well-diversified – in any type of market (bear, neutral, bull). Since BCM has only a handful of employees, we are able to offer a shareholder significant cost savings over a 3-5 year timeframe versus the traditional U.S. private fund.  We are able to identify trends in different countries and act on them before the overall market can, and capture significant gains by doing so.
What is BCM niche?  Where does BCM ‘fit’ in the world now?  Can we define this in 1 short paragraph? BCM provides the investor access to private funds that are inexpensive when compared to other private fund’s expense ratios.  In addition, unlike most private funds, we employ a strategy that provides low turnover rates.   Niche of BCM
How will we obtain investors? Since BCM is starting-up, we will promote the funds via word-of-mouth, discussing the funds with ‘friends and family’, and presenting the funds to Companies having a significant amount of employees Another potential way to obtain accredited and/or institutional investors is through various contacts BCM has Distribution Channels
Special regulations covering the securities industry SEC may impose much more strict regulation on these funds, which would unfortunately take away the needed time or expenses from its shareholders to manage the funds Legal Environment
Personnel Bryan Nelson Fund Manager for BCM Master’s of Science in Applied Economics from University of Minnesota Managed own retirement accounts for over 15 years successfully Yuchuan Li Masters of Science candidate in Financial Mathematics at the University of Minnesota Is an analyst with the Company
Board of Directors and Management Advisory Board RajarshiAroskar, Ph.D., will provide Fund stewardship for its shareholders and review the trading activity each month regarding the Funds objective Attorney Currently securing a Securities lawyer Accountant 	     Currently securing an independent auditor Insurance Agent         AIG Banker US Bank Consultants/Mentors/Key Advisors-BCM is building relationships with individuals who have been in this type of business for several years.  This will assist BCM in providing outstanding service to its shareholders. Professional and Advisory Support
Objective: Long-term capital appreciation through investment primarily in the common stocks of large and small companies located or with primary operations, in emerging markets. Benefits: Provides an investor one fund access to the Countries that will be growing for the next several years such as Latin America, Asia, Europe, Africa, and the Middle East. Risk: By specifically targeting developing economies that appear to be poised for substantial long-term growth, the fund involves a high degree of risk.  Share prices are subject to market risk, as well as risks associated with unfavorable currency rates and political or economic uncertainty. Portfolio: Employs a measured growth strategy that looks for leaders with strong earnings potential. Expense Ratio: Starts at 2.0 %, but as AUM increases, this may decrease. AUM: 1st year goal of $70 million, 2nd year goal of $150 million, 3rd year of $200 million. Buchmann Diversified Emerging Markets Fund
Country Exposure			% of Assets Brazil					        20 South Korea				        15 India					        10 Taiwan					        10 Target Asset Allocation	Average Mkt Cap: $12 Billion 		Cash – 0-10%		 		Stocks – 70% - 80%		Yield: 1.36% 		Bonds 0 -30%		P/E: 12.5x Buchmann Diversified Emerging Markets Fund – details
Objective: Seeks long-term capital appreciation by investing in equity and debt securities located outside the United States.  The secondary goal of the Fund is to seek some current income. Benefits: Provides an investor diversification benefits by investing in Companies that are located outside the United States – as more than 50% of the total global market is outside the US. Risk: Changes in market conditions, political and technological developments, changes in interest rates and developments affecting specific Companies and other issuers of securities can impact the value of the Fund’s investments. Portfolio: Employs a measured growth strategy that looks for leaders with strong earnings potential. Expense Ratio: Starts at 1.7 %, but as AUM increases, this may decrease. Graham Foreign Core Fund
Country Exposure			% of Assets Europe					        65 Canada					        13 Australia				         8 Japan					         8 Target Asset Allocation	Average Mkt Cap $45 Billion 		Cash – 0-10%		 		Stocks – 70% - 80%		Yield: 2.17% 		Bonds 0 -20%		P/E: 11.9x	 Graham Foreign Core Fund – details
Objective: Seeks long-term capital appreciation by investing in equity and debt securities located in the United States.  Benefits: Investors seeking to build capital over the long-term who can accept the price fluctuations inherent in common stock investing. Risk: Market, mid-size Company risk, and growth securities risk. Portfolio: Employs a measured growth strategy that looks for leaders with strong earnings potential. Expense Ratio: Starts at 1.4%, but as AUM increases, this may decrease. Buchmann U.S. Multi-Cap Growth Fund
Sector Allocation 		Information Services: 19.9%   		Services: 51.6%   		Manufacturing: 28.5%  Target Asset Allocation	Average Mkt Cap $8.7 Billion 		Cash – 0-10%		 		Stocks – 70% - 80%		Yield: 0.86% 		Bonds 0 -10%		P/E: 15.3x	 Buchmann U.S. Multi-Cap Growth Fund – details
Objective: Seeks long-term capital appreciation by investing in equity and debt securities located in the United States that we believe are undervalued relative to their intrinsic value.  Benefits: Investors seeking to compliment a U.S. Growth fund would benefit from investing in such a fund when growth equities are underperforming relative to value equities. Risk: The market may never recognize the intrinsic value of a particular Company. Portfolio: Usually invests in 40-60 equities across all market capitalizations. Expense Ratio: Starts at 1.4%, but as AUM increases, this may decrease. Graham U.S. Multi-Cap Value Fund
Sector Allocation 		Information Services: 13.2%   		Services: 58.5%   		Manufacturing: 28.5%  Target Asset Allocation	Average Mkt Cap $14.6 Billion 		Cash – 0-10%		 		Stocks – 70% - 80%		Yield: 2.05% 		Bonds 0 -10%		P/E: 12.0x	 Graham U.S. Multi-Cap Value Fund – details
Fund Performance thru June 30th 2010

More Related Content

What's hot

LONG TERM INVESTMENT ALTERNATIVES
LONG TERM  INVESTMENT ALTERNATIVESLONG TERM  INVESTMENT ALTERNATIVES
LONG TERM INVESTMENT ALTERNATIVESYashwanth Dasaradi
 
Investment avenues in india
Investment avenues in indiaInvestment avenues in india
Investment avenues in indiaVadivelM9
 
Use credit union investment basics seminar 3 27 12
Use credit union investment basics seminar 3 27 12Use credit union investment basics seminar 3 27 12
Use credit union investment basics seminar 3 27 12mullarkea
 
Investor Risk Profile
Investor Risk ProfileInvestor Risk Profile
Investor Risk ProfileTechRules
 
All About Debt Funds| Debt Funds Explained| Top Debt Funds of India| Debt Fun...
All About Debt Funds| Debt Funds Explained| Top Debt Funds of India| Debt Fun...All About Debt Funds| Debt Funds Explained| Top Debt Funds of India| Debt Fun...
All About Debt Funds| Debt Funds Explained| Top Debt Funds of India| Debt Fun...Nimish Maheshwari
 
Personal Investment Portfolio
Personal  Investment  PortfolioPersonal  Investment  Portfolio
Personal Investment PortfolioDeependra Singh
 
Mutual funds & SIP
Mutual funds & SIPMutual funds & SIP
Mutual funds & SIPManish sahoo
 
Updated fundamentals of investment.ppt
Updated   fundamentals of investment.pptUpdated   fundamentals of investment.ppt
Updated fundamentals of investment.pptRomy Cagampan
 
Investment strategies-to-grow-your-income
Investment strategies-to-grow-your-incomeInvestment strategies-to-grow-your-income
Investment strategies-to-grow-your-incomeRoger Jirves
 
Investment Portfolio Management PowerPoint Presentation Slides
Investment Portfolio Management PowerPoint Presentation Slides Investment Portfolio Management PowerPoint Presentation Slides
Investment Portfolio Management PowerPoint Presentation Slides SlideTeam
 
Introduction to investing power point presentation 1.12.1.g1
Introduction to investing power point presentation 1.12.1.g1Introduction to investing power point presentation 1.12.1.g1
Introduction to investing power point presentation 1.12.1.g1nadinesullivan
 
What are objectives of investing in mutual funds
What are objectives of investing in mutual fundsWhat are objectives of investing in mutual funds
What are objectives of investing in mutual fundsFinHos
 

What's hot (20)

LONG TERM INVESTMENT ALTERNATIVES
LONG TERM  INVESTMENT ALTERNATIVESLONG TERM  INVESTMENT ALTERNATIVES
LONG TERM INVESTMENT ALTERNATIVES
 
Investment avenues in india
Investment avenues in indiaInvestment avenues in india
Investment avenues in india
 
Know About L&T Emerging Businesses Fund
Know About L&T Emerging Businesses FundKnow About L&T Emerging Businesses Fund
Know About L&T Emerging Businesses Fund
 
Know More About L&T Emerging Businesses Fund Growth
Know More About L&T Emerging Businesses Fund GrowthKnow More About L&T Emerging Businesses Fund Growth
Know More About L&T Emerging Businesses Fund Growth
 
Use credit union investment basics seminar 3 27 12
Use credit union investment basics seminar 3 27 12Use credit union investment basics seminar 3 27 12
Use credit union investment basics seminar 3 27 12
 
Investor Risk Profile
Investor Risk ProfileInvestor Risk Profile
Investor Risk Profile
 
All About Debt Funds| Debt Funds Explained| Top Debt Funds of India| Debt Fun...
All About Debt Funds| Debt Funds Explained| Top Debt Funds of India| Debt Fun...All About Debt Funds| Debt Funds Explained| Top Debt Funds of India| Debt Fun...
All About Debt Funds| Debt Funds Explained| Top Debt Funds of India| Debt Fun...
 
Personal Investment Portfolio
Personal  Investment  PortfolioPersonal  Investment  Portfolio
Personal Investment Portfolio
 
Olympic wealth fund javelin
Olympic wealth fund javelinOlympic wealth fund javelin
Olympic wealth fund javelin
 
IMPORTANCE OF DEBT FUNDS
IMPORTANCE OF DEBT FUNDSIMPORTANCE OF DEBT FUNDS
IMPORTANCE OF DEBT FUNDS
 
Debt Funds Simplified
Debt Funds SimplifiedDebt Funds Simplified
Debt Funds Simplified
 
Mutual funds & SIP
Mutual funds & SIPMutual funds & SIP
Mutual funds & SIP
 
Updated fundamentals of investment.ppt
Updated   fundamentals of investment.pptUpdated   fundamentals of investment.ppt
Updated fundamentals of investment.ppt
 
Investment strategies-to-grow-your-income
Investment strategies-to-grow-your-incomeInvestment strategies-to-grow-your-income
Investment strategies-to-grow-your-income
 
Investment Portfolio Management PowerPoint Presentation Slides
Investment Portfolio Management PowerPoint Presentation Slides Investment Portfolio Management PowerPoint Presentation Slides
Investment Portfolio Management PowerPoint Presentation Slides
 
Investment avenues
Investment avenuesInvestment avenues
Investment avenues
 
Introduction to investing power point presentation 1.12.1.g1
Introduction to investing power point presentation 1.12.1.g1Introduction to investing power point presentation 1.12.1.g1
Introduction to investing power point presentation 1.12.1.g1
 
Mutual Funds
Mutual FundsMutual Funds
Mutual Funds
 
What are objectives of investing in mutual funds
What are objectives of investing in mutual fundsWhat are objectives of investing in mutual funds
What are objectives of investing in mutual funds
 
Nse finproducts
Nse finproductsNse finproducts
Nse finproducts
 

Similar to Bcm private funds

10 step plan (Revised)
10 step plan (Revised)10 step plan (Revised)
10 step plan (Revised)haroldverayo
 
Presentation HDFC Mutual Fund.pdf
Presentation HDFC Mutual Fund.pdfPresentation HDFC Mutual Fund.pdf
Presentation HDFC Mutual Fund.pdfShailaja70
 
ARXGG4NK
ARXGG4NKARXGG4NK
ARXGG4NKdCORE
 
Ashton Global Emerging Managers Presentation.pdf
Ashton Global Emerging Managers Presentation.pdfAshton Global Emerging Managers Presentation.pdf
Ashton Global Emerging Managers Presentation.pdfAshton Global
 
Mutual Funds India, structure, types, Advantages
Mutual Funds India, structure, types, AdvantagesMutual Funds India, structure, types, Advantages
Mutual Funds India, structure, types, AdvantagesMandeepSingh929101
 
Invesco Aim Core Equity Presentations
Invesco Aim Core Equity PresentationsInvesco Aim Core Equity Presentations
Invesco Aim Core Equity PresentationsTyler Dann
 
Investment analysis of bsli
Investment analysis of bsliInvestment analysis of bsli
Investment analysis of bsli1vimal1
 
PRO_CaseStudy_Aspiriant
PRO_CaseStudy_AspiriantPRO_CaseStudy_Aspiriant
PRO_CaseStudy_AspiriantJoseph Clark
 
Investment Policy Statement PPT Northwest Planned Giving Roundtable Nov 13 20...
Investment Policy Statement PPT Northwest Planned Giving Roundtable Nov 13 20...Investment Policy Statement PPT Northwest Planned Giving Roundtable Nov 13 20...
Investment Policy Statement PPT Northwest Planned Giving Roundtable Nov 13 20...clmagana
 
Mf presentation....
Mf presentation....Mf presentation....
Mf presentation....CCSPL
 
IDFC Flexi Cap Fund_Key information memorandum
IDFC Flexi Cap Fund_Key information memorandumIDFC Flexi Cap Fund_Key information memorandum
IDFC Flexi Cap Fund_Key information memorandumTravisBickle19
 
IDFC Flexi Cap Fund_Key information memorandum
IDFC Flexi Cap Fund_Key information memorandumIDFC Flexi Cap Fund_Key information memorandum
IDFC Flexi Cap Fund_Key information memorandumJubiIDFCEquity
 
IDFC Multi Cap Fund_Key information memorandum
IDFC Multi Cap Fund_Key information memorandumIDFC Multi Cap Fund_Key information memorandum
IDFC Multi Cap Fund_Key information memorandumIDFCJUBI
 
Mutual fund and insurance selling
Mutual fund and insurance sellingMutual fund and insurance selling
Mutual fund and insurance sellingritiruchi
 
Mutual fund Nepalese Perspective
Mutual fund Nepalese PerspectiveMutual fund Nepalese Perspective
Mutual fund Nepalese PerspectiveManjul Shrestha
 
Kijana Mack - Ashton Global Presentation
Kijana Mack - Ashton Global PresentationKijana Mack - Ashton Global Presentation
Kijana Mack - Ashton Global PresentationKijana Mack
 
Presentation - Ashton Global LLC
Presentation - Ashton Global LLCPresentation - Ashton Global LLC
Presentation - Ashton Global LLCAshton Global
 

Similar to Bcm private funds (20)

10 step plan
10 step plan10 step plan
10 step plan
 
10 step plan (Revised)
10 step plan (Revised)10 step plan (Revised)
10 step plan (Revised)
 
Presentation HDFC Mutual Fund.pdf
Presentation HDFC Mutual Fund.pdfPresentation HDFC Mutual Fund.pdf
Presentation HDFC Mutual Fund.pdf
 
ARXGG4NK
ARXGG4NKARXGG4NK
ARXGG4NK
 
Ashton Global Emerging Managers Presentation.pdf
Ashton Global Emerging Managers Presentation.pdfAshton Global Emerging Managers Presentation.pdf
Ashton Global Emerging Managers Presentation.pdf
 
Mutual Funds India, structure, types, Advantages
Mutual Funds India, structure, types, AdvantagesMutual Funds India, structure, types, Advantages
Mutual Funds India, structure, types, Advantages
 
Invesco Aim Core Equity Presentations
Invesco Aim Core Equity PresentationsInvesco Aim Core Equity Presentations
Invesco Aim Core Equity Presentations
 
Chap005
Chap005Chap005
Chap005
 
Investment analysis of bsli
Investment analysis of bsliInvestment analysis of bsli
Investment analysis of bsli
 
Papai project (2)
Papai project (2)Papai project (2)
Papai project (2)
 
PRO_CaseStudy_Aspiriant
PRO_CaseStudy_AspiriantPRO_CaseStudy_Aspiriant
PRO_CaseStudy_Aspiriant
 
Investment Policy Statement PPT Northwest Planned Giving Roundtable Nov 13 20...
Investment Policy Statement PPT Northwest Planned Giving Roundtable Nov 13 20...Investment Policy Statement PPT Northwest Planned Giving Roundtable Nov 13 20...
Investment Policy Statement PPT Northwest Planned Giving Roundtable Nov 13 20...
 
Mf presentation....
Mf presentation....Mf presentation....
Mf presentation....
 
IDFC Flexi Cap Fund_Key information memorandum
IDFC Flexi Cap Fund_Key information memorandumIDFC Flexi Cap Fund_Key information memorandum
IDFC Flexi Cap Fund_Key information memorandum
 
IDFC Flexi Cap Fund_Key information memorandum
IDFC Flexi Cap Fund_Key information memorandumIDFC Flexi Cap Fund_Key information memorandum
IDFC Flexi Cap Fund_Key information memorandum
 
IDFC Multi Cap Fund_Key information memorandum
IDFC Multi Cap Fund_Key information memorandumIDFC Multi Cap Fund_Key information memorandum
IDFC Multi Cap Fund_Key information memorandum
 
Mutual fund and insurance selling
Mutual fund and insurance sellingMutual fund and insurance selling
Mutual fund and insurance selling
 
Mutual fund Nepalese Perspective
Mutual fund Nepalese PerspectiveMutual fund Nepalese Perspective
Mutual fund Nepalese Perspective
 
Kijana Mack - Ashton Global Presentation
Kijana Mack - Ashton Global PresentationKijana Mack - Ashton Global Presentation
Kijana Mack - Ashton Global Presentation
 
Presentation - Ashton Global LLC
Presentation - Ashton Global LLCPresentation - Ashton Global LLC
Presentation - Ashton Global LLC
 

Recently uploaded

Case study on tata clothing brand zudio in detail
Case study on tata clothing brand zudio in detailCase study on tata clothing brand zudio in detail
Case study on tata clothing brand zudio in detailAriel592675
 
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCRashishs7044
 
Intro to BCG's Carbon Emissions Benchmark_vF.pdf
Intro to BCG's Carbon Emissions Benchmark_vF.pdfIntro to BCG's Carbon Emissions Benchmark_vF.pdf
Intro to BCG's Carbon Emissions Benchmark_vF.pdfpollardmorgan
 
8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR
8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR
8447779800, Low rate Call girls in New Ashok Nagar Delhi NCRashishs7044
 
Independent Call Girls Andheri Nightlaila 9967584737
Independent Call Girls Andheri Nightlaila 9967584737Independent Call Girls Andheri Nightlaila 9967584737
Independent Call Girls Andheri Nightlaila 9967584737Riya Pathan
 
FULL ENJOY Call girls in Paharganj Delhi | 8377087607
FULL ENJOY Call girls in Paharganj Delhi | 8377087607FULL ENJOY Call girls in Paharganj Delhi | 8377087607
FULL ENJOY Call girls in Paharganj Delhi | 8377087607dollysharma2066
 
Kenya Coconut Production Presentation by Dr. Lalith Perera
Kenya Coconut Production Presentation by Dr. Lalith PereraKenya Coconut Production Presentation by Dr. Lalith Perera
Kenya Coconut Production Presentation by Dr. Lalith Pereraictsugar
 
Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024Kirill Klimov
 
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City GurgaonCall Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaoncallgirls2057
 
Annual General Meeting Presentation Slides
Annual General Meeting Presentation SlidesAnnual General Meeting Presentation Slides
Annual General Meeting Presentation SlidesKeppelCorporation
 
Market Sizes Sample Report - 2024 Edition
Market Sizes Sample Report - 2024 EditionMarket Sizes Sample Report - 2024 Edition
Market Sizes Sample Report - 2024 EditionMintel Group
 
IoT Insurance Observatory: summary 2024
IoT Insurance Observatory:  summary 2024IoT Insurance Observatory:  summary 2024
IoT Insurance Observatory: summary 2024Matteo Carbone
 
8447779800, Low rate Call girls in Rohini Delhi NCR
8447779800, Low rate Call girls in Rohini Delhi NCR8447779800, Low rate Call girls in Rohini Delhi NCR
8447779800, Low rate Call girls in Rohini Delhi NCRashishs7044
 
Global Scenario On Sustainable and Resilient Coconut Industry by Dr. Jelfina...
Global Scenario On Sustainable  and Resilient Coconut Industry by Dr. Jelfina...Global Scenario On Sustainable  and Resilient Coconut Industry by Dr. Jelfina...
Global Scenario On Sustainable and Resilient Coconut Industry by Dr. Jelfina...ictsugar
 
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptxContemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptxMarkAnthonyAurellano
 
Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03DallasHaselhorst
 
India Consumer 2024 Redacted Sample Report
India Consumer 2024 Redacted Sample ReportIndia Consumer 2024 Redacted Sample Report
India Consumer 2024 Redacted Sample ReportMintel Group
 
Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...Seta Wicaksana
 
8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR
8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR
8447779800, Low rate Call girls in Shivaji Enclave Delhi NCRashishs7044
 
Innovation Conference 5th March 2024.pdf
Innovation Conference 5th March 2024.pdfInnovation Conference 5th March 2024.pdf
Innovation Conference 5th March 2024.pdfrichard876048
 

Recently uploaded (20)

Case study on tata clothing brand zudio in detail
Case study on tata clothing brand zudio in detailCase study on tata clothing brand zudio in detail
Case study on tata clothing brand zudio in detail
 
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
 
Intro to BCG's Carbon Emissions Benchmark_vF.pdf
Intro to BCG's Carbon Emissions Benchmark_vF.pdfIntro to BCG's Carbon Emissions Benchmark_vF.pdf
Intro to BCG's Carbon Emissions Benchmark_vF.pdf
 
8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR
8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR
8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR
 
Independent Call Girls Andheri Nightlaila 9967584737
Independent Call Girls Andheri Nightlaila 9967584737Independent Call Girls Andheri Nightlaila 9967584737
Independent Call Girls Andheri Nightlaila 9967584737
 
FULL ENJOY Call girls in Paharganj Delhi | 8377087607
FULL ENJOY Call girls in Paharganj Delhi | 8377087607FULL ENJOY Call girls in Paharganj Delhi | 8377087607
FULL ENJOY Call girls in Paharganj Delhi | 8377087607
 
Kenya Coconut Production Presentation by Dr. Lalith Perera
Kenya Coconut Production Presentation by Dr. Lalith PereraKenya Coconut Production Presentation by Dr. Lalith Perera
Kenya Coconut Production Presentation by Dr. Lalith Perera
 
Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024
 
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City GurgaonCall Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaon
 
Annual General Meeting Presentation Slides
Annual General Meeting Presentation SlidesAnnual General Meeting Presentation Slides
Annual General Meeting Presentation Slides
 
Market Sizes Sample Report - 2024 Edition
Market Sizes Sample Report - 2024 EditionMarket Sizes Sample Report - 2024 Edition
Market Sizes Sample Report - 2024 Edition
 
IoT Insurance Observatory: summary 2024
IoT Insurance Observatory:  summary 2024IoT Insurance Observatory:  summary 2024
IoT Insurance Observatory: summary 2024
 
8447779800, Low rate Call girls in Rohini Delhi NCR
8447779800, Low rate Call girls in Rohini Delhi NCR8447779800, Low rate Call girls in Rohini Delhi NCR
8447779800, Low rate Call girls in Rohini Delhi NCR
 
Global Scenario On Sustainable and Resilient Coconut Industry by Dr. Jelfina...
Global Scenario On Sustainable  and Resilient Coconut Industry by Dr. Jelfina...Global Scenario On Sustainable  and Resilient Coconut Industry by Dr. Jelfina...
Global Scenario On Sustainable and Resilient Coconut Industry by Dr. Jelfina...
 
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptxContemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
 
Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03
 
India Consumer 2024 Redacted Sample Report
India Consumer 2024 Redacted Sample ReportIndia Consumer 2024 Redacted Sample Report
India Consumer 2024 Redacted Sample Report
 
Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...
 
8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR
8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR
8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR
 
Innovation Conference 5th March 2024.pdf
Innovation Conference 5th March 2024.pdfInnovation Conference 5th March 2024.pdf
Innovation Conference 5th March 2024.pdf
 

Bcm private funds

  • 1. Buchmann Capital Management, L.L.C.Business Plan July 2010 By Bryan Nelson
  • 2. The Mission Statement of the Company is to assist accredited and non-accredited individuals meet their short, medium, and long-term financial goals by offering a variety of private funds. Buchmann Capital Management, L.L.C.’s overall goal is to outperform the market on the up-side while reducing the risk on the downside. In addition, we aim to consistently exceed the benchmark over the 3, 5, and 10 year timeframe to measure the success of each fund. General Company Description
  • 3. Buchmann Capital Management has a background like few others – individuals who are very good at spotting trends in (1) a regional economy or country, (2) staying ahead of the curve by investing in areas (and countries) that are poised for growth for years to come, and (3) having significant intellectual knowledge of various area of the World (China, India, and the US), yet able to work as a team to maintain our objective – serve our shareholders like no other. Core Competencies
  • 4. Private Funds Offered through BCM Buchmann Capital Management offers the following types of funds for investors: Buchmann Diversified Emerging Markets Fund Graham Foreign Core Fund Buchmann US Multi-Cap Growth Fund Graham US Multi-Cap Value Fund Graham Global Income Fund Graham Money Market Fund
  • 5. Advantages of BCM Funds By offering six different funds with various objectives, Buchmann Capital Management is able to offer a ‘one-stop-shop’ for an investor to be well-diversified – in any type of market (bear, neutral, bull). Since BCM has only a handful of employees, we are able to offer a shareholder significant cost savings over a 3-5 year timeframe versus the traditional U.S. private fund. We are able to identify trends in different countries and act on them before the overall market can, and capture significant gains by doing so.
  • 6. What is BCM niche? Where does BCM ‘fit’ in the world now? Can we define this in 1 short paragraph? BCM provides the investor access to private funds that are inexpensive when compared to other private fund’s expense ratios. In addition, unlike most private funds, we employ a strategy that provides low turnover rates. Niche of BCM
  • 7. How will we obtain investors? Since BCM is starting-up, we will promote the funds via word-of-mouth, discussing the funds with ‘friends and family’, and presenting the funds to Companies having a significant amount of employees Another potential way to obtain accredited and/or institutional investors is through various contacts BCM has Distribution Channels
  • 8. Special regulations covering the securities industry SEC may impose much more strict regulation on these funds, which would unfortunately take away the needed time or expenses from its shareholders to manage the funds Legal Environment
  • 9. Personnel Bryan Nelson Fund Manager for BCM Master’s of Science in Applied Economics from University of Minnesota Managed own retirement accounts for over 15 years successfully Yuchuan Li Masters of Science candidate in Financial Mathematics at the University of Minnesota Is an analyst with the Company
  • 10. Board of Directors and Management Advisory Board RajarshiAroskar, Ph.D., will provide Fund stewardship for its shareholders and review the trading activity each month regarding the Funds objective Attorney Currently securing a Securities lawyer Accountant Currently securing an independent auditor Insurance Agent AIG Banker US Bank Consultants/Mentors/Key Advisors-BCM is building relationships with individuals who have been in this type of business for several years. This will assist BCM in providing outstanding service to its shareholders. Professional and Advisory Support
  • 11. Objective: Long-term capital appreciation through investment primarily in the common stocks of large and small companies located or with primary operations, in emerging markets. Benefits: Provides an investor one fund access to the Countries that will be growing for the next several years such as Latin America, Asia, Europe, Africa, and the Middle East. Risk: By specifically targeting developing economies that appear to be poised for substantial long-term growth, the fund involves a high degree of risk. Share prices are subject to market risk, as well as risks associated with unfavorable currency rates and political or economic uncertainty. Portfolio: Employs a measured growth strategy that looks for leaders with strong earnings potential. Expense Ratio: Starts at 2.0 %, but as AUM increases, this may decrease. AUM: 1st year goal of $70 million, 2nd year goal of $150 million, 3rd year of $200 million. Buchmann Diversified Emerging Markets Fund
  • 12. Country Exposure % of Assets Brazil 20 South Korea 15 India 10 Taiwan 10 Target Asset Allocation Average Mkt Cap: $12 Billion Cash – 0-10% Stocks – 70% - 80% Yield: 1.36% Bonds 0 -30% P/E: 12.5x Buchmann Diversified Emerging Markets Fund – details
  • 13. Objective: Seeks long-term capital appreciation by investing in equity and debt securities located outside the United States. The secondary goal of the Fund is to seek some current income. Benefits: Provides an investor diversification benefits by investing in Companies that are located outside the United States – as more than 50% of the total global market is outside the US. Risk: Changes in market conditions, political and technological developments, changes in interest rates and developments affecting specific Companies and other issuers of securities can impact the value of the Fund’s investments. Portfolio: Employs a measured growth strategy that looks for leaders with strong earnings potential. Expense Ratio: Starts at 1.7 %, but as AUM increases, this may decrease. Graham Foreign Core Fund
  • 14. Country Exposure % of Assets Europe 65 Canada 13 Australia 8 Japan 8 Target Asset Allocation Average Mkt Cap $45 Billion Cash – 0-10% Stocks – 70% - 80% Yield: 2.17% Bonds 0 -20% P/E: 11.9x Graham Foreign Core Fund – details
  • 15. Objective: Seeks long-term capital appreciation by investing in equity and debt securities located in the United States. Benefits: Investors seeking to build capital over the long-term who can accept the price fluctuations inherent in common stock investing. Risk: Market, mid-size Company risk, and growth securities risk. Portfolio: Employs a measured growth strategy that looks for leaders with strong earnings potential. Expense Ratio: Starts at 1.4%, but as AUM increases, this may decrease. Buchmann U.S. Multi-Cap Growth Fund
  • 16. Sector Allocation Information Services: 19.9% Services: 51.6% Manufacturing: 28.5% Target Asset Allocation Average Mkt Cap $8.7 Billion Cash – 0-10% Stocks – 70% - 80% Yield: 0.86% Bonds 0 -10% P/E: 15.3x Buchmann U.S. Multi-Cap Growth Fund – details
  • 17. Objective: Seeks long-term capital appreciation by investing in equity and debt securities located in the United States that we believe are undervalued relative to their intrinsic value. Benefits: Investors seeking to compliment a U.S. Growth fund would benefit from investing in such a fund when growth equities are underperforming relative to value equities. Risk: The market may never recognize the intrinsic value of a particular Company. Portfolio: Usually invests in 40-60 equities across all market capitalizations. Expense Ratio: Starts at 1.4%, but as AUM increases, this may decrease. Graham U.S. Multi-Cap Value Fund
  • 18. Sector Allocation Information Services: 13.2% Services: 58.5% Manufacturing: 28.5% Target Asset Allocation Average Mkt Cap $14.6 Billion Cash – 0-10% Stocks – 70% - 80% Yield: 2.05% Bonds 0 -10% P/E: 12.0x Graham U.S. Multi-Cap Value Fund – details
  • 19. Fund Performance thru June 30th 2010

Editor's Notes

  1. Property of Buchmann Capital Management; Do not distribute unless you have permission
  2. Currently, BCM is re-working its Foreign Core and Emerging Markets fund to capitalize on opportunities it sees but the markets may not be seeing (yet)