BPV Hits Major Asset Milestone

Combined Fund Assets Now Exceed $200 million at BPV Capital Management
By: BPV Capital Management
 
 
Spread the Word
Listed Under

Tags:
* Mutual Fund
* Investing

Industrys:
* Financial
* Investment

Nov. 13, 2014 - PRLog -- KNOXVILLE, TN – November 13, 2014– 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.

“It’s all very encouraging,” said Mike West, Senior Partner and CEO.  “We’ve reached this point because of a combination of market performance and additional investments from new and existing clients, which is exactly how we want to grow.”

The milestone occurs just weeks after two of the firm’s funds, the Core Diversification Fund (BPVDX) and the Wealth Preservation Fund (BPVPX), passed the three-year mark, another important milestone.

“Within in the financial industry that is a true benchmark,” said Frank Gregory, Chief Distribution Officer at BPV. “It helps send a message of stability and sustainability.”

In addition, BPV has launched two new mutual funds in 2014. The Low Volatility Fund (BPVLX) launched in February, and the Large Cap Value Fund (BPVAX) launched in April.

“The growth has been across the board,” said West. “We are excited about this development, especially because it means we are working towards our goal of helping more American families retire well.”

###

BPV ("Back Porch Vista) is focused on helping American families retire well.  The BPV Family of Funds includes the BPV Core Diversification Fund (BPVDX), the BPV Wealth Preservation Fund (BPVPX), the BPV Low Volatility Fund (BPVLX), and the BPV Large Cap Value Fund (BPVAX). The funds provide a range of potential solutions that apply a more conservative approach to time-tested investment principles.

For further information on BPV Capital Management and the BPV Family of Funds, please see
www.backporchvista.com and www.bpvfunds.com.

An investor should consider investment objectives, risks, charges, and expenses carefully before investing. Request a prospectus which contains this and other information by calling toll free (855) 784-2399 or visiting www.bpvfunds.com. Read the prospectus carefully before investing or sending money.

The BPV funds are distributed by Ultimus Fund Distributors, LLC. Ultimus Fund Distributors, LLC. is not affiliated with BPV Capital Management.

Important Risk Disclosure for the BPV Core Diversification Fund

Mutual fund investing involves risk. Principal loss is possible. ETFs are subject to risk similar to those of stocks including those regarding short-selling and margin account maintenance. Diversification does not eliminate the risk of experiencing investment losses. There is no assurance that this investment strategy will consistently lead to successful investing.

Foreign investing involves special risks such as currency fluctuations and political uncertainty.

Investments in ETFs and other registered investment companies subject the Fund to pay its proportionate share of those funds’ fees and expenses.

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.

Important Risk Disclosure for the BPV Wealth Preservation and Low Volatility Funds

Mutual fund investing involves risk. Principal loss is possible. ETFs are subject to risk similar to those of stocks including those regarding short-selling and margin account maintenance. Diversification does not eliminate the risk of experiencing investment losses. There is no assurance that this investment strategy will consistently lead to successful investing.

Foreign investing involves special risks such as currency fluctuations and political uncertainty.

Investments in ETFs and other registered investment companies subject the Fund to paying its proportionate share of those funds’ fees and expenses.

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.

Fixed income investments are subject to credit risk, which is the risk that a specific issuer of a fixed income security may default on its obligations to security holders.

An economic downturn or an increase in interest rates may have a negative or adverse effect on an issuer’s ability to timely make payments of principal and interest. Increases in interest rates typically lower the present value of a company’s future earnings stream. Accordingly, bond prices will generally decline when investors anticipate or experience rising interest rates.

Important Risk Disclosure for the BPV Large Cap Value Fund

Mutual fund investing involves risk. Principal loss is possible.

This fund is new and has limited operating history.

An investment in the Fund is subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Generally, the Fund will be subject to the following additional risks:

The share price of the Fund changes daily based on the performance of the securities in which the Fund invests, the selection of which is determined primarily by a quantitative model.

The ability of the Fund to meet its investment objective is directly related to the ability of the quantitative model to measure accurately value indicators or other factors and appropriately react to current and developing market trends. There can be no assurance that the use of the quantitative model will enable the Fund to achieve positive returns or outperform the market, and if the quantitative model fails to accurately evaluate market risk or appropriately react to current and developing market conditions, the Fund’s share price may be adversely affected. Securities prices can be volatile, and the value of securities in the Fund’s portfolio may decline due to fluctuations in the securities markets generally.

The prices of equity securities will fluctuate – sometimes dramatically – over time, and the Fund could lose a substantial part, or even all, of its investment in a particular issue.

Undervalued stocks include stocks that the Sub-Adviser believes are undervalued and/or are temporarily out of favor in the market. If these stocks are not undervalued, or they continue to be out of favor in the marketplace, then the Fund may suffer losses.

End
Email:***@cohencommunicationsgroup.com Email Verified
Tags:Mutual Fund, Investing
Industry:Financial, Investment
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse



Like PRLog?
9K2K1K
Click to Share