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Jason Bulinski, CFA
Founder
Five Dimensions is built upon three core pillars that keep the client at the top: distinguishable investment results, full transparency, and direct accountability.
Jason founded the company in 2022 as a registered investment advisor and sub-advisor. He is responsible for the portfolio management, risk management, and optimization of client portfolios and institutional investment strategies.
Before launching Five Dimensions in 2022, he served as the Chief Investment Officer at First Midwest Bank and Trust's $15 billion wealth management division. He led and directed strategic and tactical changes in both client portfolios and institutional strategies, producing some of the best performance in the banks 50-year history over a 5-year time period. Jason led and co-managed a large team of portfolio managers, traders, trust officers and oversaw management of an: all equity total return equity strategy, mid cap strategy, global long short strategy, several tax exempt intermediate fixed income strategies, a taxable Intermediate strategy, and a global strategic tactical multi-asset strategy. In addition to speaking at regional and annual events, Jason managed the banks U.S. small cap strategy solo from 2010 to 2021, that produced annualized returns north of 20% over 12 years and ranked in top 1% for every active manager database.
Prior to First Midwest Bank, Jason worked at a Chicago based hedge fund and at BMO. He was an equity mutual fund manager on several strategies under BMO’s PhD quant group. Jason was mentored by a variety of Chicago based money managers from MIT and Harvard, and he has worked uniquely in all three-investing camps-fundamental-macro, quantitative, and shareholder activism. Jason holds both a Bachelor degree in accounting and an MBA degree in Finance, both with highest honors from DePaul University in Chicago. Also, Jason co-managed DePaul’s endowment portfolio while a graduate student, with returns that went through the roof, directing him quit his masters in taxation program. He holds a series 65 license and earned the CFA designation from the CFA Institute.
Jason has been recognized with numerous industry awards, and he appeared 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.