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BCM 7th in Morningstar’s ETF managed portfolio rankings


Beaumont Capital Management (BCM), a quantitative, ETF-based investment manager, has been listed as the 7th largest firm in Morningstar’s latest quarterly rankings of ETF-managed portfolios.

During the past 12 months, BCM added USD1.77 billion in assets, a 164 per cent increase, and the largest gain in assets among the 30 firms listed by Morningstar. According to Morningstar’s report, BCM manages USD2.85 billion across its 31 ETF-based investment products; the rankings reflect assets under administration as of 30 June, 2015.
“Our growth is validation that investors appreciate our strategic investment processes and quantitative approaches,” says Dave Haviland (pictured), Managing Partner and Portfolio Manager, Beaumont Capital Management. “ETFs offer distinct advantages compared to other investment vehicles because of their daily liquidity and give us the ability to be fully active in the markets or sit on the sidelines as needed. Our firm’s defensive-oriented approach is particularly appealing to investors as they recognise the current bull market cannot run indefinitely.”
BCM’s ETF portfolios are designed to provide participation in strong markets and seek asset protection during market downturns. The growing popularity of the firm’s ETF portfolios is due to the long run of the existing bull market and the fear of increasing market volatility. BCM’s investment products are available through several of the industry’s leading TAMP platform and broker-dealers.

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