David Dale

BPIM utilizes a multi-disciplined investment approach that relies on both fundamental analysis and technical analysis to take advantage of market opportunities and mispricings and to realize gains when securities reach the firm’s price targets. The firm invests principally in a diversified portfolio of securities with a primary focus on the US equity markets. These securities may be issued by companies of any size or in any industry sector, though they expect that a substantial portion of clients’ assets normally will be invested in small-cap, mid-cap or micro-cap stocks. BPIM may also invest in convertible securities, exchange traded options and fixed income securities.

Point72 is a research-driven, active investor built around a core position in discretionary long/short equities, as well as systematic, global macro and other strategies. The firm aims to achieve each Point72 Fund’s investment objective by focusing primarily on long/short equity and systematic investment strategies and seeks to employ other investment strategies opportunistically. They employ these strategies in attempting to achieve an attractive return on capital consistent with principles that are designed to reduce the risk of permanent capital loss.

BPIM utilizes a multi-disciplined investment approach that relies on both fundamental analysis and technical analysis to take advantage of market opportunities and mispricings and to realize gains when securities reach the firm’s price targets. The firm invests principally in a diversified portfolio of securities with a primary focus on the US equity markets. These securities may be issued by companies of any size or in any industry sector, though they expect that a substantial portion of clients’ assets normally will be invested in small-cap, mid-cap or micro-cap stocks. BPIM may also invest in convertible securities, exchange traded options and fixed income securities.

Provides brokerage services