Saturday, 30 August 2014
Last updated 1 day ago
Feb 25 2011 | 8:36am ET
Four Richmond, VA-based financial services professionals have teamed up to launch Blue Edge Capital, an independent investment management firm serving private investors, family offices, foundations and endowments, and institutional investors.
Bagley Reid, Giles Tucker, Peter Bowles and Margaret Fretz have joined forces to offer four globally diversified investment portfolios with varying risk/return profiles.
Reid is the former president of Atlantic Capital Management, Tucker and Bowles are both former managing directors with Harris Williams & Co., and Fretz is the former CCO of Spider Management Company.
The firm’s investment approach is based on endowment model investing, but modified to substantially lower costs and to provide improved liquidity, transparency and tax efficiency.
“We founded BEC to specifically address the systemic challenges faced by most investors in what is an increasingly complex and rapidly changing global marketplace,” said Tucker, managing director of Blue Edge Capital. “Today, investors need a more globally diversified approach than ever before, and we believe that our four proprietary portfolios comprised primarily of cost- and tax-efficient global exchange-traded funds offer investors attractive investment solutions across the risk/return spectrum. We like the strategy so much we have invested the majority of our own liquid net worth in BEC portfolios.”
Aug 25 2014 | 11:21am ET
As many of you know, FINalternatives was recently acquired by the owners of Futures magazine, a firm called The Alpha Pages LLC. Today marks the soft-launch of a new sister site for both publications. As its name suggests, The Alpha Pages will cover all types of alternative investments, going far beyond the more well-known ones such as hedge funds and private equity. Read more…
Commodities/Futures magazine launched at the precipice of a revolution in the futures industry—really a revolution in the idea of risk management—that would move it from a small niche industry to ...