We Sell Investment Ideas

Bantam Inc. is a registered investment advisor that sells investment ideas on a fiduciary and non-fiduciary basis.

Fiduciary

Where Bantam manages the assets in separate accounts or a pooled investment vehicle.

Separate Accounts

Defense Industry Strategy

  • Concentrated, global defense industry portfolio;
  • Micro to large cap exposure;

Economic Hardening Strategy

  • Concentrated, global portfolio of firms involved with increasing environmental resilience and hardening the built environment;
  • Micro to large cap exposure;

Thematic Strategy

  • Concentrated, global portfolio of firms positioned to benefit from predominant investment themes;
  • Micro to large cap exposure;

Pooled Investment Vehicles

Cryptocurrencies

  • Concentrated portfolio of cryptocurrencies;
  • Long/short hedge fund;

Non-Fiduciary

Where the idea purchaser is solely responsible for evaluating and implementing the ideas presented. (Bantam is not making a recommendation to the purchaser.)

Subscriptions

Portfolios

  • Defense Strategy: $100/month
  • Hardening: $100/month
  • Global Thematic (all ideas): $500/month

General

One-Off Purchases

Private Banking Business Strategy

  • Strategy: $10,000
  • Make Exclusive: $50,000

Natural Resource Equity

  • Natural Resource Equity (midcap, US): $1,000
  • Make Exclusive: $3,000
  • Taken off market April 8, 2024 +37% in 41 days**

Let's Work Together

Schedule a call with Bantam CEO Jack Duval.

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