BPV Capital Management Expands Access To Leading Institutional Expertise

Firm Partners With AJO And SEI Trust Company To Launch BPV Large Cap Value Collective Investment Trust

10 Nov, 2015, 09:22 ET from BPV Capital Management

KNOXVILLE, Tenn., Nov. 10, 2015 /PRNewswire/ -- BPV Capital Management ("BPV"), an asset manager built on the belief that all investors deserve a stable financial future, announced today that it will partner with AJO and SEI Trust Company to launch the BPV Large Cap Value Collective Investment Trust (CIT). AJO is a leading Philadelphia-based institutional asset manager, and SEI Trust Company is a subsidiary of SEI, a Pennsylvania-based financial solutions group.

"We've loved working with AJO through our partnership on the BPV Large Cap Value Fund, and we are excited to continue building this partnership while expanding access to AJO's decades of expertise and benchmark outperformance," said Mike West, Senior Partner and CEO of BPV. "Working with SEI Trust Company is an added bonus. Their vast network of operations and distribution infrastructure will be an invaluable asset for us going forward."

With a more affordable 60 basis point fee structure and zero investment minimum, the BPV Large Cap Value CIT is specifically designed for tax-qualified retirement plans. However, the strategy itself has been developed over twenty years, leveraging the extensive experience of the five-person investment team, led by AJO Founder and Managing Principal Ted Aronson.

Benchmarked against the Russell 1000 Value Index, the strategy employs a bottom-up, value-oriented investment approach and a sophisticated quantitative model, with stock selection based on company value, management strength, momentum, and sentiment.

The BPV Large Cap Value Collective Investment Trust can be purchased through BPV's institutional sales team, and will eventually be offered on a number of distribution platforms as well.

About BPV

BPV Capital Management, or Back Porch Vista, is built on the simple belief that all investors deserve a stable financial future. We believe that everyone has their own back porch vista, a vision of where they'd like to be. We help our clients get there though access to sophisticated, actively managed investment solutions that are attentive to risk and disciplined across market cycles. Helping each investor reach his or her true financial vista is our single measure of success. For more information on BPV, visit Backporchvista.com

About AJO

AJO is an independent, registered investment adviser founded in 1984 by Ted Aronson. The firm is a limited partnership, wholly owned by 17 active principals, with offices in Philadelphia and Boston. As of September 30, 2015, the firm managed $24.3 billion in value-oriented equity mandates for 108 institutional clients.  AJO uses an active, value-oriented approach and a highly disciplined, quantitative process to build diversified, fully-invested portfolios of U.S. and emerging markets equities for large tax-exempt institutions and serves as sub-advisor to the BPV Large Cap Value Fund (BPVAX).

About SEI Trust Company

SEI Trust Company (the "Trustee") serves as the Trustee of the Fund and maintains ultimate fiduciary authority over the management of, and the investments made, in the Fund. The Fund is part of a Collective Investment Trust ("the Trust") operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and a wholly owned subsidiary of SEI Investments Company (SEI).

The Trusts are trusts for the collective investment of assets or participating tax qualified pension and profit sharing plans and related trusts, and government plans as more fully described in the Declaration of Trust. As bank collective trusts, the Trusts are exempt from registration as an investment company. The Trusts are managed by SEI Trust Company, the trustee, based on the investment advice of BPV Capital Management, the investment adviser to the trust, and AJO, the sub-advisor to the trust.

About SEI

SEI (NASDAQ: SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of June 30, 2015, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $661 billion in mutual fund and pooled or separately managed assets, including $262 billion in assets under management and $399 billion in client assets under administration. For more information, visit seic.com.

 

SOURCE BPV Capital Management



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https://www.backporchvista.com