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Jason Bulinski, CFA
Founder of Five Dimensions Investment Management
Five Dimensions is built upon three core pillars that keep the client at the top: distinguishable investment results, full transparency, and direct accountability.
Before launching Five Dimensions in 2022, he served as the Chief Investment Officer at First Midwest Bank's $15 Billion wealth management division. He managed the U.S. small cap equity strategy from 2010 to February of 2022 Five Dimensions inception, which produced record setting #1 ranked investment returns over almost every holding period out to 11 years according to Lipper's investment manager returns database. This performance caught the attention of the Wall Street Journal and he's been featured on the front page twice (see below). Additionally, he led and directed strategic and tactical portfolio changes in the bank’s flagship trust and non-trust portfolios with $1 billion+ in assets, that produced some of the best performance over his 3 years the bank had ever seen. As CIO, he led and managed a large team of relationship managers and investment professionals that oversaw a U.S. large cap value strategy, a tax-exempt intermediate bond strategy, a taxable Intermediate bond strategy, and a global strategic tactical multi-asset strategy.
His prior firms included him as a small cap equity mutual fund portfolio manager in BMO Global Asset Management’s quantitative Ph.D. group and a small cap long short hedge fund manager. Jason was trained uniquely in all three camps including fundamental bottom-up stock picking, all quantitative multi-factor alpha and risk models, and activist investing, working together with boards and the C-suite to achieve common shared goals. His diverse mentoring and background included a variety of fundamental stock pickers, and PhD quantitative scientists that had attended some of the most prestigious universities in the U.S. including MIT and Harvard. He holds a Bachelor of Science degree in accounting with highest honors and a Master of Business Administration degree in Finance with top honors from DePaul University. He holds a series 65 license and earned the CFA designation from the CFA Institute.
Jason has been recognized with numerous industry awards, including being featured on the front page of the Wall Street Journal twice.
Tech Stocks Bounce Back as Rate Fears Ease
February 23, 2021: Front Page
Fortunes Won and Lost Trading in Kodak Stock: Inside a Wild Week, August 6, 2020: Front Page
Fortunes Won and Lost Trading in Kodak Stock: Inside a Wild Week Page 1 excerpts:
"For Jason Bulinski, chief investment officer and portfolio manager at First Midwest Bank, the big rise was an immediate moneymaker.
He had picked up some 162,000 shares in May. “Should be a good day,” Mr. Bulinski said in a morning email about Kodak’s stock. He had already more than doubled his original investment, but he still wanted to wait to sell.
Mr. Bulinski said he expected a surge as individual investors jumped into the stock. “Run, don’t walk. KODK up 550%! Sell all,” Mr. Bulinski said to several co-workers in an email that morning, referring to Kodak’s ticker symbol. Mr. Bulinski said he booked a 19-fold return for clients, selling all of his shares at an average of $48 a piece—for roughly $7.8 million.
Investors were running blind into shares of Kodak, pushing its valuation well beyond his own projections, Mr. Bulinski said." Source: Wall Street Journal August 6, 2020, Page 1
Harris Investment Management's quantitative Investment team (2003-2005) garnishes Barron's top fund family awards, top rankings, and multiple Wall Street Journal and Lipper top quarterly winner mentions.
Allegiant Asset Management (PNC Financial) lifted out the investment team from BMO in 2005. Jason as a research analyst, was the sole back out of his small cap team lift out. At 24, he was the youngest portfolio manager in the history of the firm over seeing $1.5 billion in small cap strategy assets.
We are singularly committed to the long-term success of individual and institutional investors. Five Dimensions Investment Management was founded by Jason Bulinski with a strategy lift out from First Midwest Bank, a division of Old National Bank in 2022. Five Dimensions Investment Management LLC or “Five Dimensions” is a Florida limited liability company formed in November of 2021.
We have built our track records on a forward-looking multi-dimension framework grounded in sound doctrine that captures the inefficiencies in the investment markets. We have the flexibility, agility, and responsiveness of a boutique asset management firm but with the breadth and investment talent of our larger peers. We are committed to adhering to the highest standards of integrity, product quality, operational excellence, and fiduciary responsibility.
- Methodical focus on delivering superior investment returns and prudent risk management
- 20+ years of investment expertise
- Ported a 11+ year GIPS verified and GIPS compliant composite track record
Five Dimensions has complied fully with the recordkeeping requirements of Rule 204-2(a)(16)(the “rule”) of the Advisers Act, along with the detailed regulatory requirements of other parts, and the CFAI standards, including its Code of Ethics, Standards of Professional Conduct and Global Investment Performance Standards.