BPV RESOURCES LLC Overview

Bpv Resources Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 06/30/15. The fund's latest filing disclosed 9MM in positions, representing 1% of the manager's regulatory AUM.

BPV RESOURCES LLC StockAlpha

-1.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BPV RESOURCES LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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BPV RESOURCES LLC Founders and Key Employees

Name Title In Position Since
Leslie L. Beale Chief Compliance Officer March-2015
Michael R. West President March-2015

BPV RESOURCES LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

BPV RESOURCES LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Client accounts managed in accordance with the Short Duration Government MBS Strategy are invested in high quality interest bearing securities in the U.S. fixed and variable interest rate markets, generally U.S. Treasury, Agency and Agency mortgage-backed securities (including collateralized mortgage obligations). The objective of the strategy is to earn a positive nominal return each year regardless of movements in the general level of interest rates or the return earned on any benchmark index. As with any investment approach, the Short Duration Government MBS Strategy introduces a number of risks which BPVR actively manages. Risks specific to the Short Duration Government MBS Strategy include duration risk, prepayment risk, credit risk, counterparty risk and liquidity risk in its fixed income portfolios. Duration risk is the risk of changes in the value of a security due to the change in interest rates...
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BPV RESOURCES LLC Portfolio Concentration

BPV RESOURCES LLC Location

801 N. ORANGE AVE.
SUITE 730
ORLANDO, Florida
UNITED STATES, 32801

BPV RESOURCES LLC Contact Information

Phone Number: 407-425-7720
Fax Number: 407-425-7721
Website:

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