Broadmark Asset Management

About Us

Broadmark Asset Management is a nimble and experienced investment firm based in San Francisco. Founded in 1999, we specialize in managing equity portfolios with a tactical, top-down approach. Our team utilizes sophisticated quantitative and qualitative analysis to navigate market volatility and achieve consistent returns for our clients.

Our Philosophy

At Broadmark, we deviate from traditional buy-and-hold investing. We believe in actively managing risk and positioning our portfolios based on our nuanced understanding of market dynamics. Our flexible investment mandate allows us to navigate through various market environments by embracing both long and short positions alongside holding cash equivalents when necessary.

Investment Team

Our seasoned team is led by experienced professionals with deep understanding of the global financial landscape. Led by Richard P. Damico as Chief Investment Officer, and Ricardo L. Cortez as Chief Executive Officer, our team combines extensive industry knowledge with a proven track record of navigating market complexities.

Investment Expertise

Our investment strategies are built on a foundation of:

• Macro analysis: We leverage vast historical and current data to assess market trends and potential risks.
• Quantitative analysis: We utilize sophisticated tools to assess risk-reward ratios and potential returns.
• Qualitative analysis: We leverage our deep understanding of economic and political factors to anticipate market behavior.

Services Offered

Broadmark Asset Management offers a diverse range of investment solutions to cater to individual and institutional clients:

• Mutual funds: Access to our carefully curated strategies through established mutual fund vehicles.
• Separately managed accounts: Tailored investment solutions managed specifically for individual clients.
• Institutional separate accounts: Customized portfolios for institutions seeking greater control and customization.

Our Approach

Our tactical approach, coupled with our experienced team and rigorous analytical process, enables us to:

• Minimize risk during market volatility
• Capture market opportunities
• Generate consistent returns over the long term
• Preserve capital in overvalued markets

Conclusion

Broadmark Asset Management is a trusted partner for investors seeking reliable and sophisticated investment solutions. We are committed to delivering exceptional client service and unparalleled expertise to help clients achieve their financial goals.