Global Macro

THE BKCM TOTAL RETURN STRATEGY  leverages our expertise in global markets and active management to capture the major turning points in global financial markets.

At the core of the strategy is a view that investor behavior causes markets to diverge from the underlying fundamentals. Focusing on investor behavior results in a strategy that is markedly different from other global macro managers and we believe it is essential to providing a non-correlated return.

BKCM Global Macro Total Return Strategy 2017