--- title: The Value Architect - Broyhill Asset Management description: In this episode of Behind the Balance Sheet with Stephen Clapham, BAM President and CIO Chris Pavese talks about how investing straddles left... image: https://www.broyhillasset.com/hubfs/Value%20Architect-1.jpg --- [![Logo](https://www.broyhillasset.com/hubfs/Logo.svg) ](https://www.broyhillasset.com) ** ** [ Subscribe ](https://www.broyhillasset.com/subscribe-now) ![](https://www.broyhillasset.com/hubfs/raw_assets/public/Broyhill/Images/Menu.svg) ![](https://www.broyhillasset.com/hubfs/raw_assets/public/Broyhill/Images/closeNigation.svg) ![](https://www.broyhillasset.com/hubfs/raw_assets/public/Broyhill/Images/navIcon.svg) [828.610.5360](tel:828.610.5360) [ir@broyhillasset.com](mailto:ir@broyhillasset.com) 601 S Cedar St., Suite 200, Charlotte, NC 28202 - 01[ Home ](https://www.broyhillasset.com) - 02[ About ](https://www.broyhillasset.com/about-us) - 03[ Broyhill Banter ](https://www.broyhillasset.com/broyhill-blog) - 04[ Research Studio ](https://www.broyhillasset.com/resources) - 05[ Broyhill Library ](https://www.broyhillasset.com/broyhill_library) - 06[ Contact ](https://www.broyhillasset.com/contact) # The Value Architect [ Christopher Pavese](https://www.broyhillasset.com/broyhill-blog/author/christopher-pavese) 08/22/2022 In this episode of [Behind the Balance Sheet](https://behindthebalancesheet.com/podcasts-singles/podcast-episode-12) with Stephen Clapham, BAM President and CIO Chris Pavese talks about how investing straddles left and right brain thinking, about whether the advantage of being located outside the bustling environment of a New York or London will continue to confer the same benefit in the days of Zoom, and about the benefits and joy of reading widely. Chris shares BAM’s investment philosophy, why BAM typically has fewer than twenty stocks in its portfolio, and why the only research they buy is from a short seller even though they don’t short stocks. Chris also shares his views on fashionable tech stocks (spoiler – they are still cyclical businesses), and what lessons he learned from selling Microsoft and Apple too soon. Listen to the full podcast [here](https://behindthebalancesheet.com/podcasts-singles/podcast-episode-12) or click the image below.   [![](https://www.broyhillasset.com/hs-fs/hubfs/Imported_Blog_Media/The-Value-Architect.jpg?width=843&height=149&name=The-Value-Architect.jpg)](https://behindthebalancesheet.com/podcasts-singles/podcast-episode-12)   [**](http://www.facebook.com/share.php?u=https%3A%2F%2Fwww.broyhillasset.com%2Fbroyhill-blog%2F2022%2F07%2F28%2Fthe-value-architect) [**](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fwww.broyhillasset.com%2Fbroyhill-blog%2F2022%2F07%2F28%2Fthe-value-architect) [**](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwww.broyhillasset.com%2Fbroyhill-blog%2F2022%2F07%2F28%2Fthe-value-architect) ### Subscribe Now ## Keep Reading #### Broyhill Letter Highlights XIV: A Good Ball to Hit This is the fourteenth and final piece in our Broyhill Letter Highlight series, highlighting our thoughts on good balls to hit. You can access other posts in the series here. For those who would like... [Read More **](https://www.broyhillasset.com/broyhill-blog/broyhill-letter-highlights-xiv-a-good-ball-to-hit) #### Broyhill Letter Highlights VIII: Humility This is the eighth piece in our Broyhill Letter Highlight series, highlighting our thoughts on humility over the years. You can access other posts in the series here. For those who would like to... [Read More **](https://www.broyhillasset.com/broyhill-blog/broyhill-letter-highlights-viii-humility) #### Broyhill Letter Highlights III: Time Arbitrage This is the third piece in our Broyhill Letter Highlight series, highlighting our thoughts on time arbitrage over the years. You can access other posts in the series here. For those who would like to... [Read More **](https://www.broyhillasset.com/broyhill-blog/broyhill-letter-highlights-iii-time-arbitrage) [828.610.5360](tel:%20828.610.5360) 601 S Cedar St., Suite 200, Charlotte, NC 28202 ![Broyhill-Asset-Management-Horizontal-Logo-Light](https://www.broyhillasset.com/hubfs/Broyhill-Asset-Management-Horizontal-Logo-Light.svg) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Christopher Pavese", "url" : "https://www.broyhillasset.com/broyhill-blog/author/christopher-pavese" }, "dateModified" : "2023-08-29T17:19:06.944Z", "datePublished" : "2022-08-23T01:44:00.000Z", "headline" : "The Value Architect - Broyhill Asset Management", "image" : [ "https://www.broyhillasset.com/hubfs/Value%20Architect-1.jpg" ], "mainEntityOfPage" : { "@id" : "https://www.broyhillasset.com/broyhill-blog/2022/07/28/the-value-architect", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.broyhillasset.com/hubfs/Broyhill-Asset-Management-Horizontal-Logo.png" }, "name" : "Broyhill Asset Management, LLC." } } ```