Welcome to MDAM Partners

MDAM Partners is an investment management company founded on the principles of macroeconomics, fundamental analysis and technical standards.

white modern cement building under blue sky
white modern cement building under blue sky
white suspension bridge on water
white suspension bridge on water
gray concrete monolith
gray concrete monolith

Creating Value

/ Uncorrelated Strategies

/ Full Cycle Planning

/ Capital Allocation

/ Asset Rotation

shallow focus photograph of black and gray compass
shallow focus photograph of black and gray compass
Private Equity

Platforms

low angle photo of city high rise buildings during daytime
low angle photo of city high rise buildings during daytime
man holding umbrella
man holding umbrella
Real Estate
Insurance
brown and yellow train on rail tracks
brown and yellow train on rail tracks
Industrials
Financials
Technology
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person holding computer cell processor
Debt | Credit
Opportunistic
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silhouette of road signage during golden hour

Approach

Vehicle Criteria

Quality

Assets & businesses.

Downside Protection

Market cycle resiliency.

Patience

Long term & tactical orientation.

Business Fundamentals

Not headline news.

Leverage

Experience & operational.

Process Guided

Repeatable value creation.

Relative Value

Asset mispricing.

  • Competitive Advantage /Resilience

  • Value /Realized /Potential

  • Leverage /Experience /Operational

  • Trend /Growth /Long Profile

  • Scale /Resources /Capacity

  • Network /System Strength /Multipliers

  • Cash Flow /Business Model

  • Margin /Operating

  • Inflation Protection /Re-Price Strength

  • Revenue /Diversification /Recurring

  • Cost Structure /Fixed /Variable /Light

  • Risk Management /Adjusted Returns

  • Client Base /Wide /Narrow

  • Financials /Balance Sheet Strength