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New High-Profile BPV Large Cap Value Fund Stressing Energy Sector


The recently launched BPV Large Cap Value Fund is special because it offers individual investors the opportunity to invest with a highly regarded asset manager previously not available to the general public, said Frank Gregory, Chief Distribution Officer for BPV Capital Management. Gregory said the quantitatively managed fund is sub-advised by AJO LP, which oversees $24.4 billion in value-oriented equity assets and typically requires a $25 million minimum investment. Gregory said the fund currently shows a heavy tilt toward the energy sector with holdings that include Halliburton, Exxon, Baker Hughes and Valero.