Tuesday, 21 October 2014
Last updated 10 hours 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.”
Sep 22 2014 | 4:15pm ET
"I tell people that everybody likes good news and so if you have good performance that’s wonderful,” explains Mike McKitish of Peddie School's endowment, “but it’s the people that want to talk about the bad news or where they drifted and how they came back and how they stayed to their discipline…” that he wants to hear from. Read more…
Sep 30 2014 | 9:29am ET
The crisp Autumnal days of October are upon us, and so are a few of the hedge fund industry’s favorite charitable events. If you have never been to Rocktoberfest, well, you are missing out. And for a quieter evening of sipping and socializing, stop by HFC’s Wine Soiree. Read more…
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