About




Neil Sambhu
Operating Manager and Investment Committee Member

Who We Are

Broadlands Asset Management LLC is a Tampa Bay investment club. With the investment committee having over 25 years' worth of combined experience, you can trust Broadlands Asset Management LLC to manage your investments responsibly.

Goals

  • Make aggressive investing and high rates of return available to a broad audience, including those with relatively small investment deposits, for whom commissions would make aggressive investing strategies impossible
  • Allow those with limited investment knowledge to be a part of trades that use complex strategies
  • Keep management fees simple and easy to understand
  • Give investors flexibility in both the amount invested and time at which deposits and withdrawals take place

Past Performance

  • The investment performance figures are an estimate of aggregate portfolio performance and are updated daily.
  • Deposits and withdrawals will not artificially increase or decrease investment club performance.
  • Investment performance includes brokerage commissions and fees.
  • All rates are real and are not converted to annualized percentages.
Change Graph Size:
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The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC -43.73% -4.08% -16.54% -13.64% -3.59% 0.60% -1.20% -2.45% -2.89% -2.12% -8.40% - -
Q1 Performance
-30.86%
Q2 Performance
-4.18%
Q3 Performance
-7.28%
Q4 Performance
-8.40%
S&P 500 Index 7.63% -0.16% -8.41% -12.51% 12.68% 4.53% 1.84% 5.51% 7.01% -3.92% 3.39% - -
Q1 Performance
-20.00%
Q2 Performance
19.95%
Q3 Performance
8.47%
Q4 Performance
3.39%


The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC 73.98% 26.37% 11.32% -1.14% 7.97% -24.33% 34.24% 3.59% -3.36% 10.21% 13.50% -3.53% -5.57%
Q1 Performance
39.08%
Q2 Performance
9.67%
Q3 Performance
10.33%
Q4 Performance
3.39%
S&P 500 Index 28.87% 7.86% 2.96% 1.80% 3.95% -6.59% 6.90% 1.29% -1.81% 1.74% 2.03% 3.40% 2.86%
Q1 Performance
13.04%
Q2 Performance
3.81%
Q3 Performance
1.19%
Q4 Performance
8.52%


The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC -27.50% 3.78% -21.98% -16.31% 11.78% 6.90% 11.22% 13.62% 8.64% -1.08% -2.62% 6.61% -36.49%
Q1 Performance
-32.23%
Q2 Performance
32.90%
Q3 Performance
22.11%
Q4 Performance
-34.07%
S&P 500 Index -6.25% 5.61% -3.90% -2.69% 0.27% 2.15% 0.48% 3.61% 3.05% 0.41% -6.93% 1.77% -9.17%
Q1 Performance
-1.24%
Q2 Performance
2.92%
Q3 Performance
7.21%
Q4 Performance
-13.97%


The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC 29.58% 6.84% -7.89% 4.46% 3.55% 3.85% 2.90% -8.72% 4.00% 3.60% 2.99% 6.90% 5.21%
Q1 Performance
2.79%
Q2 Performance
10.65%
Q3 Performance
-1.65%
Q4 Performance
15.84%
S&P 500 Index 19.43% 1.79% 3.73% -0.04% 0.89% 1.17% 0.46% 1.94% 0.08% 1.90% 2.22% 2.83% 0.98%
Q1 Performance
5.54%
Q2 Performance
2.54%
Q3 Performance
3.96%
Q4 Performance
6.15%


The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC 31.84% - - - - - - -0.26% 11.53% 11.85% 10.71% -8.40% 4.49%
Q1 Performance
-
Q2 Performance
-
Q3 Performance
24.42%
Q4 Performance
5.96%
S&P 500 Index 3.04% - - - - - - 0.05% -0.14% -0.14% -1.94% 3.43% 1.82%
Q1 Performance
-
Q2 Performance
-
Q3 Performance
-0.23%
Q4 Performance
3.27%

Notes:
  • In July 2016, Broadlands Asset Management LLC switched brokerage accounts and accounting systems.
  • In October 2016, Broadlands Asset Management LLC transferred investments to a high-volume security in order to reduce volatility.


The chart showing BAM Market Value series, S&P 500 Value series.