BPV Funds
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U.S. equity and fixed income markets produced strong returns for 2014, to the surprise of many pundits. A number of unexpected events helped to lead U.S. securities higher, including sluggish European growth, an oil supply-driven sell-off, a strengthening of the U.S. dollar, and a decline in U.S. and global interest rates. This outlook will primarily focus on areas investors frequently express concern about, including: U.S. economic growth and interest rates Oil and its potential impact on the economy, consumers, and equities In addition, we outline the potential impact of…

Back Porch Visits is a series of face-to-face discussions with investment industry professionals who are working to change the financial landscape for the average investor. Here, BPV’s Mike West visits Philadelphia to discuss company culture, investment ethics, and personal retirement plans with AJO’s Ted Aronson.

KNOXVILLE, Tenn., Jan 15, 2014 — BPV Wealth Preservation Fund (BPVPX) and Low Volatility Fund (BPVLX) Portfolio Manager George Hashbarger, Jr., was recently featured on Asset TV’s series, “Masterclass,” discussing his outlook on volatility in 2015. Watch the full episode below:

KNOXVILLE, Tenn., Nov 21, 2014 — BPV Core Diversification Fund Portfolio Manager Miranda Davis was recently featured in the Wall Street Journal article “Chill Pushes Up Natural-Gas Prices” giving her opinion on the effects of weather on commodities markets. The thoughts and opinions expressed in the article are solely those of the person speaking as of November 20, 2014. There can be no assurance with regard to future market movements. 

KNOXVILLE, Tenn., Nov 19, 2014 — BPV Capital Management, advisor to the BPV Family of Funds, announced today that its two flagship funds, the BPV Wealth Preservation Fund (BPVPX) and the BPV Core Diversification Fund (BPVDX), have been given their first fund ratings by Morningstar.

KNOXVILLE, Tenn., Nov 13, 2014 /PRLog/ — November begins with a new achievement at BPV Capital Management, advisor to the BPV Family of Funds. The combined value of the company’s four mutual funds now exceeds $200 million.

KNOXVILLE, Tenn., July 23, 2014 /PRNewswire/ — BPV Capital Management (“BPV”) announced today that the BPV Low Volatility Mutual Fund (“Fund”) (BPVLX) has passed a milestone of $25 million in assets under management. ### The thoughts and opinions expressed in the article are solely those of the person speaking as of July 23, 2014. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. There can be no assurance with regard…

KNOXVILLE, TN – July 8, 2014 – BPV Capital Management (“BPV”), an asset manager built on the belief that all investors deserve a stable financial future, announced today that it has teamed with AJO, LP, a leading value-oriented institutional asset manager based in Philadelphia, and launched the BPV Large Cap Value Fund (BPVAX). ### The thoughts and opinions expressed in the article are solely those of the person speaking as of July 8, 2014. The discussion of individual companies should…

AJO Portfolio Manager Gina Moore discusses investing in a crowded space, fund strategy and investment process, and the importance of controlling transaction costs. The thoughts and opinions expressed in the article are solely those of the person speaking as of March 16, 2014. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss…

KNOXVILLE, Tenn., March 28, 2014 – BPV Capital Management’s General Counsel & Chief Compliance Officer Leslie Beale was featured prominently in a Plansponsor.com article this month. Plansponsor consulted Beale on qualified default investment alternatives (QDIAs), seeking practical advice for retirement plans… ### The thoughts and opinions expressed in the article are solely those of the person speaking as of March 18, 2014. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss…