Thoughtful, Consistent, Disciplined Investing
That's the BPV Family of Funds.
These principles used historically by the partners of BPV to manage their assets, remain the cornerstone of our investment thesis and now can be found in the BPV Family of Funds. Discipline, thoughtful analysis and consistency are core values we have always believed are necessary to manage the assets of the BPV partners and we believe those stakeholders who choose to invest in our funds deserve the same guiding principles.
Daily Data as of 05/18/2012
BPV Core Diversification Fund
NAV$10.12
CHANGE$-0.02
BPV Wealth Preservation Fund
NAV$10.05
CHANGE$-0.03
Partner Commentary
The BPV partners are pleased to offer their views on the investment topics of the day with an emphasis on the global macroeconomic environment, market conditions, investment challenges and portfolio management.
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An investor should consider investment objectives, risks, charges and expenses carefully before investing. Download a prospectus which contains this and other information. Read the prospectus carefully before investing or sending money.
Mutual fund investing involves risk. Principal loss is possible.
BPV Funds are new and have limited operating history.
Risks Specific to the BPV Core Diversification Fund:
Commodity-related risks include production risks caused by unfavorable weather, animal and plant disease, and geologic and environmental factors. Furthermore, investments related to gold and other precious metals and minerals may fluctuate sharply over short periods of time and are considered speculative and are affected by a variety of worldwide economic, financial, and political factors. Funds that emphasize investments in smaller companies generally experience greater price volatility.
Risks Specific to the BPV Wealth Preservation Fund: The Fund's use of options involves risks different from, or possibly greater
than, the risks associated with investing directly in securities and other traditional investments. By investing in options, the Fund is subject to the risk of counterparty default, as well as the potential for unlimited loss.
The BPV Core Diversification Fund and BPV Wealth Preservation Fund are distributed by ALPS Distributors, Inc. Separately Managed Accounts and related investment advisery services are provided by BPV Capital Management, a federally regulated Investment Adviser. ALPS Distributors, Inc. is not affiliated with BPV Capital Management.
The BPV Family of Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any BPV Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
© 2012 BPV Capital Management. All rights reserved.
