BPV Capital Management
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KNOXVILLE, Tenn., Aug. 5, 2014 –  BPV Capital Management (BPV) announced today two new hires as it continues its growth and expansion. Tim Sykes, 45, has been named Director, Business Development, in the firm’s Knoxville, Tenn. headquarters, and Jason Napoli, 40, has been named Regional Manager based out of Denver, Colo. “We are excited to welcome Tim and Jason to BPV, as we expand our talented team into different regions of the country,” said Mike West, Senior Partner and CEO. “These…

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Equity, Fixed Income, and Commodities Up in First Half of 2014 1. Executive Summary U.S. equities, bonds, and commodities have all posted positive returns for the first half of 2014. At the same time, volatility remains surprisingly low despite several geopolitical shocks as a result of accommodative actions by the Federal Reserve and what seems to be an unusually large appetite for risk among investors. International markets, both developed and emerging, are also up for the year. Going forward, we…

Trying to make sense of the Federal Reserve’s “dot charts” is something akin to interpreting an inkblot test. The charts, which illustrate Fed board members’ long-term expectations, at the most  basic level show that federal funds rates are being revised downward. But what is the chart really telling us and why are the dots shifting? If the Fed believes slower growth is ahead, we may see returns sag and investors begin to take on greater risk. In such a situation, we believe active…

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Despite July’s bleak headlines relating to the fighting in Gaza and the Malaysia Airlines Flight 17 crash, U.S. markets continued to climb after a sluggish winter. Equity held on, despite bearish pessimism and temporary drops. The nation’s jobs situation improved noticeably, as did the housing market, encouraging investors on Wall Street. The fixed income market was mixed, with yields increasing on shorter-dated Treasuries and decreasing on long-term Treasuries. The Barclays Aggregate Bond Index was up slightly for the month. Equity Chairwoman Janet Yellen came…

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Things have been eerily quiet lately. All major asset classes have crept steadily higher while volatility across asset classes has dropped to rock-bottom levels. And while the market continues to climb the wall of worry, perhaps investors are becoming a bit too comfortable. The waters may be still at the moment, but those who are unprepared for sudden change may be at risk. If anything, I believe the present situation highlights the need for a diversified investing approach that accounts…

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June began exuberantly as equity markets hit new all-time highs, but the economy’s stride was quickly slowed by a series of mixed economic reports and escalating violence in Iraq. Despite these headwinds, the economy showed overall improvement during the month. In addition, a positive meeting of the Federal Reserve on the 18th set the pace for further gains in equity markets. Equity Equity markets started the month by continuing May’s upward trend, buoyed by May’s positive jobs numbers to reach…

For a long time, women controlled extremely little wealth in the United States – they were rarely the main breadwinner in the family, and those who did work experienced a substantial pay gap. However, this is changing. According to FA magazine, women currently control 51 percent of all wealth in the United States. By 2020, that number is projected to grow to 66 percent. So for many financial advisors, women represent a relatively new demographic. As such, how advisors should interact…

KNOXVILLE, Tenn., June 23, 2014 – BPV Capital Management (BPV) announced today that it has named Francis (Frank) M. Gregory III to the newly created position of Chief Distribution Officer. In this role, Mr. Gregory will be responsible for overseeing sales and strategic business relationships across all distribution channels. Mr. Gregory reports to Mike West, Senior Partner and CEO. “We are excited that Frank is joining our rapidly growing BPV team,” said Mr. West. “Frank’s experience, contacts, and insights will help BPV expand…

KNOXVILLE, Tenn., June 9, 2014 – BPV Capital Management (BPV) today announced that it has named Craig Davis to the newly created position of Chief Financial Officer. In this position, Mr. Davis will be responsible for the development and management of business strategy as well as producing financial results. Mr. Davis reports to Mike West, Senior Partner and CEO. Prior to BPV, Mr. Davis held a number of senior positions at Proctor & Gamble, including Manager of Global Commodity Risk Management, and brings knowledge of financial…

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Over the past several decades, tremendous focus has been placed on the costs and hurdles associated with active management. Financial researchers argue that when fees are taken into account, it is extremely difficult for fund managers to consistently outperform their benchmark. As a result, the market for passively managed funds such as ETFs has grown substantially. At BPV, we appreciate the difficulty in outperforming a benchmark. There are very few managers that have the intellect and discipline to provide the…

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