Virginia Financial Services Pros Launch Blue Edge Capital

Feb 25 2011 | 9:36am 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.”
 

 


In Depth

Q&A: Decathlon Capital On Revenue-Based Alternative Lending

Oct 30 2017 | 3:49pm ET

The explosion in private credit activity since the end of the financial crisis is...

Lifestyle

CFA Institute To Add Computer Science To Exam Curriculum

May 24 2017 | 9:25pm ET

Starting in 2019, financial industry executives sitting for the coveted Chartered...

Guest Contributor

Saxby: Not All EBITDA Is Created Equal

Nov 30 2017 | 8:02pm ET

Record levels of dry powder are driving competition among private equity firms to...