Investment Management, Consulting, and Writing

Bantam Inc. is a registered investment advisor that offers managed accounts, crypto investing, and consulting services.

We believe in highly customized active management to manage risks and achieve superior returns.

Investment Management

Asset management in traditional assets as well as cryptocurrencies.

Traditional Asset Management

Global Themes Strategy

Concentrated, global portfolio of firms positioned to benefit from dominant secular investment themes
Micro to large cap exposure
Complementary subscription to the Tarot Substack

Defense Industry Strategy

Concentrated, global defense industry portfolio
Micro to large cap exposure
Complementary subscription to the Tarot Substack

Economic Hardening Strategy

Concentrated, global portfolio of firms involved with increasing environmental resilience and hardening the built environment
Micro to large cap exposure
Complementary subscription to the Tarot Substack

Cryptocurrencies

Digital Assets

Concentrated portfolio of cryptocurrencies
Long/short hedge fund
Complementary subscription to the Tarot Substack

Investment Writing and Consulting Services

Bantam CEO Jack Duval posts frequently on investments and the investment implications of current events through his Substack.

Subscriptions

Core

Tarot Substack $25/month

Macro
Selected long equity ideas
Crypto
Monthly Investor Letter

Consulting Services

Chief Investment Officer

Bantam will serve as your in-house Chief Investment Officer.

Services are customized, but would likely include:

Quarterly investment monitoring and balance sheet updates
Vetting of investment proposals
Fee negotiations and recompetes
Quarterly reviews

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Costs

Fixed monthly fee based off of investment complexity, asset size, and communication preferences.

Investment Consulting

Investment consulting services include:

Investment Strategy
- Financial Planning
- Asset allocation
- Risk management
- Asset/liability management
- Retirement lifestyle analysis/projections

Costs

Fixed fee pricing for clear deliverables and hourly billing for open ended engagements.

Second Opinion Service

Get a second opinion on investments, including:

Individual investments
Portfolios/asset allocation
Macro exposures/risks
Prospectus/term sheet review
Analysis of fees/cost structure/incentives
Sanity check of projections and assumptions

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Deliverables can include:

Written summary
- Outline, or
- Report
List of follow up questions to ask the selling party
Recorded Zoom call of findings

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Costs

Billed by the hour
- One hour minimum
Fixed fee pricing possible for larger engagements with clear deliverables

Let's Work Together

Schedule a call with Bantam CEO Jack Duval.

Thank you for reaching out. We will be in touch shortly.

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