
BFP Capital Management, a Boston Area Investment Manager, is Ranked a Top-Performing Manager in Four U.S. and International Equity Categories by Pensions & Investments
BOSTON, Mass., Dec. 8, 2011 /PRNewswire/ -- Pensions & Investments, the international newspaper of money management, has ranked BFP Capital Management (BCM), a division of Beaumont Financial Partners, LLC, an SEC-registered investment advisor based in Wellesley Hills, Massachusetts, a "Top Performing Manager" in four different equity categories, it was announced today. The categories are Composite U.S. Stock, Composite U.S. Blend Equity, Global Equity Composites and International Equity Composites.
Five different BCM strategies were ranked among the top performers, based on gross returns reported by Morningstar as of September 30, 2011, the end of this year's third quarter. Pension & Investments said thousands of investment strategies were surveyed for the special report published in the November 14, 2011 issue. The report listed the top ten managers in each category.
"We are gratified by the recognition we received from Pensions and Investments. It validates the excellent work our investment process has been providing to our investors," said Dave Haviland, portfolio manager and partner. The firm employs a proprietary, momentum-driven quantitative and qualitative process to select investments and manage portfolio allocations.
The firm's top ranked strategies in the Pensions & Investments survey were:
-- BCM AlphaSector Global Premium IDX Strategy. It was ranked No. 1 (out of 169) in the Global Equity Composite for the five-year period ended September 30, 2011.
-- BCM AlphaSector International Premium IDX Strategy. It was ranked No. 2 (out of 378) in the International Equity Composite for the five-year period ended September 30, 2011.
-- BCM Premium Diversified Equity Strategy. It was ranked No. 2 (out of 497) and No. 4 (out of 514) in the Composite U.S. Blend Equity category for the five-year and one-year periods ended September 30, 2011, respectively, and No. 7 (out of 1,860) in the total Composite U.S. Stock category for the five-year period ended September 30, 2011.
-- BCM AlphaSector Premium IDX Strategy. It was ranked No. 3 (out of 497) in the Composite U.S. Blend Equity category for the five-year period ended September. 30, 2011, and No. 10 (out of 1,860) in the total Composite U.S. stock category for the five-year period ended September. 30, 2011.
-- BCM Diversified Equity Strategy. It was ranked No. 4 (out of 497) and No. 7 (out of 514) in the Composite U.S. Blend Equity category for the five-year and one-year periods ended September 30, 2011, respectively.
More information on BCM and its investment strategies can be obtained at the firm's website: http://www.bfpcm.com or by telephoning Chuck Garabedian at 888-777-0535.
BFP Capital Management's headquarters are located at 20 Walnut Street, Wellesley Hills, MA 02481. The firm has a second office at 5625 Strand Boulevard, Suite 510, Naples, FL 34110.
The material contained in this document is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument. The information contained herein should not be construed as financial or investment advice on any subject matter. It has been obtained from sources that we believe to be reliable, but its accuracy and completeness are not guaranteed. Past performance is no guarantee of future results.
"AlphaSector" is a trademark of Active Index Solutions, LLC. The AlphaSector inception was April 1, 2001. The BCM strategies were made available by BCM to the public as of July 1, 2009.
Sources: Pensions & Investments, Morningstar and BFP Capital Management
Contact: Chuck Garabedian, BFP Capital Management, 888-777-0535, [email protected]
SOURCE BFP Capital Management
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