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BMK  

Passive management is a low-cost
  • Investment strategy where holdings are matched to an index unlike the active investment management.
  • Returns are closely aligned with the index before fees and expenses.
  • Achieve low tracking error to avoid divergence in returns.
 
Commodity Prices Based Indexing
  • Select the index that track the performance of underlying asset class i.e. commodity.
  • The index should be accessible for investing through mutual funds or exchange traded funds  ETFs). 
  • The value of index fluctuates based on the price movements of the underlying commodity.
 
Portfolio Rebalancing
  • Periodical rebalancing to meet fund's subscription/redemption as per the terms and conditions.
  • Tracking the index while achieving low tracking error by replicating the index.
  • Approach is to achieve commodity exposure and avoid divergence in returns and offset negative cyclicality.

 

The BMK Way

 

Financial Analysis
  1. Evaluate Financial Position, liquidity position and capital structure.
  2. Review and analyze financial projections.
  3. Determine appropriate capital structure and funding needs.
  4. Develop and negotiate transaction structure.

Strategic Advisory
  1. Review and evaluate business portfolio and optimal realization window.
  2. Assess scope to maximize liquidity and value through asset sales or securitization.
  3. Evaluate optimal long-term debt structure.

Investment Authorit
  1. Insufficient working capital
  2. Profit & Cash Flow Enhancement
  3. Corporate Governance.
  4. Loss Profit Analysis.
  5. Merger & Acquisition support.
  6. Exit Strategies.

 

Company Support
  1. Identify opportunities to expand into new geographies and verticals.
  2. Assist in identifying and approaching strategic equity partners.
  3. Process management and other advisor coordination.
  4. Assist in arranging and coordinating financing.