BPV Funds
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Transaction Costs White Paper Featured Image

We believe it pays to have active managers who are consistent and disciplined about controlling transaction costs.

Many investors may face the difficult challenge of making asset allocation decisions in a low interest rate, low return environment.

Investment professionals, sign in and view this Asset TV webinar for 1 hour of continuing education credit for both the CFP board and IMCA. Entitled, “A Social Security Primer,” the webinar features Mary Beth Cavey, Managing Director at The Colchester Group. Click here to view the webinar. To download the corresponding white paper, click here.

George Hashbarger, Jr., Portfolio Manager for the BPV Wealth Preservation Fund (BPVPX), discusses the threat of rising interest rates and how the Fund attempts to achieve lowered volatility.

George Hashbarger, Jr., Portfolio Manager for the BPV Wealth Preservation Fund (BPVPX), discusses equity volatility and the Fund’s strategy for attempting to achieve reduced drawdown.

Mid-Year Outlook

For the remainder of 2015, U.S. economic growth will likely rebound from the first quarter’s disappointing results. The economic outlook in 2015 will most likely depend on whether and when consumers open their wallets.

Active Share Featured Image 2

Active share is a fairly recent concept that provides a new measurement for the level of active management within a fund. However, its recency means the
concept is often poorly understood, as evidenced by the number of questions we field on the topic.

We are excited to announce the launch of our newest mutual fund, the BPV Income Opportunities Fund. For more information, check out the press release.

2015 Market Outlook Thumbnail

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.