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Bronco Asset Management

Bronco Asset Management (BAM) operates the Cal Poly Pomona Student Managed Investment Fund (SMIF) and the Student Managed Investment Club (SMIC). Mr. Pawan Tomkoria and Dr. Alex Wei Wu are co- advisors to SMIC, which is an on-campus organization facilitated by and open to all CPP students. Upper-level students, who have taken the Applied Portfolio Management course, serve in senior leadership positions. In addition, other skillful students are serving in supporting and learning roles.

Andrew Brands

Managing Director, Fall 2020

Andrew Brands is the Fall 2020-21 Managing Director for Bronco Asset Management, Cal Poly Pomona’s premiere Finance program. Andrew finds hard work, determination, teamwork, and honesty to be the most valuable qualities for success in running the firm. Since the Fall 2021 CFAOC first place win, Andrew has led the firm to a substantial 10%YTD return in the first half of 2021, fulfilling the firm’s client goals and closely vying with competing universities.

 

At Cal Poly Pomona, Andrew is a student in the Kellogg’s Honors College, and has participated in notable Finance competitions including the Student Managed Investment Fund Portfolio Pitch Competition and the CFA Institute Research Challenge, where Cal Poly placed first and second place, respectively. Brands aspires to become a CFA Charterholder after obtaining his undergraduate Finance degree from Cal Poly. With a background in Commercial Real Estate and Operational Finance, Andrew has great interpersonal, project valuation, and strategic management skills. Also, with a passion for spreading financial literacy, Andrew would like to go into teaching after a successful career in Finance. His main goal for his last year on campus is to expand the program’s presence on campus, fast track undergraduates to gain professional development and work-experience, and ultimately, aid the spread of financial literacy

 

.When not sitting at his desk, Brands enjoys mountain biking, surfing, golf, and working on his project car. For up-to-date information on Andrew or to see how Bronco Asset Management is performing, connect with him on LinkedIn or tune into the fund’s Quarterly Update call. For any inquiries or additional information on Andrew, feel free to email him at abrands@cpp.edu.

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Kyle Edwards

Managing Director, Spring 2021

Kyle is a recent graduate from Cal Poly Pomona and is the managing director for the BAM Spring 2021 class. He also works as an Industrials sector analyst for the fund and focused on China when performing the initial economic analysis. Outside of BAM, Kyle is a academic researcher and finance intern for a litigation support company, Forensic Economic Services. Besides working on spreadsheets and spending time on the Bloomberg terminal, he enjoys watching sports, exercising, playing poker, walking his dog, and going to the beach. Kyle is ready to assist BAM in any way possible and is a text, email, or Zoom call away.

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Our Holdings

CFAOC Portfolio

Our CFAOC portfolio has 35 holdings, $94,032  AUM, and a median market cap of $9.55B. The portfolio is actively managed by our Fall 2020 analyst, led by managing director, Andrew Brands. In Q2, the portfolio finished with a total return of 9.89% YTD, outperforming the benchmark by 0.98%. 

CPP Portfolio

Our CPP Portfolio has 32 holdings, $255,397 AUM, and is actively managed by our Spring 2021 Analyst, led by managing director, Kyle Edwards. 

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