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Home > Financial Services > Mutual Funds > Becker Capital Management
Becker Capital Management
As an employee-owned firm, Becker Capital Management, Inc. has seen no professional turnover since its inception in 1976. Becker boasts of being a career destination, rather than a starting point for seasoned investment professionals. Among their fifteen member Investment Team their Portfolio Managers average twenty seven years of experience in the industry out of which eighteen years are spent at Becker. Analysts average twenty five years experience out of which eleven years have been with Becker. It is this type of experience that has enabled the team to develop a value driven investment process which is objective, repeatable and consistently applied to all investment plans.
The Becker Fund's are available on several Mutual Fund Platforms on a no-transaction fee (NTF) basis. The Becker Funds are currently in the process of establishing partnerships with several intermediaries. Among the funds that the company have on offer are their Value Equity Fund and Small Cap Equity Fund.
The Value Equity Fund invests in equity securities of large and medium sized companies that BCM believes are undervalued as per the market price. BCM's investment process is based on bottom-up, fundamental analysis to identify securities that are trading at attractive valuations. They pay particular attention to price, on either an absolute or relative basis, Price-to-Earnings, Price-to-Book, EV/EBITDA and EV/Revenue are all examined minutely by the fund managers. By seeking an understanding of a company's business, financial dynamics, industry position and management, BCM's investment team attempts to build a case before adding a company to the firm's portfolio. BCM is willing to invest in out of favor companies irrespective of industry or sector orientation. As such, sector weightings may vary from the Benchmark Index. The fund Assets exceed 37.7 Million.
Dollars. And the minimum investment is fixed at 2,500 dollars with minimum Subsequent investments fixed at 100 dollars. This is a no-load fund.
The Becker Small Cap Value Equity Fund is a diversified mutual fund that will normally invest in 50 to 70 stocks. The Fund invests primarily in common stocks of small cap companies whose market prices do not reflect the true value of the companies. The Fund's advisor utilizes a bottom-up approach to stock selection, focusing on company fundamentals.
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