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Active share is a fairly recent concept that provides a new measurement for the level of active management within a fund. However, its recency means the concept is often poorly understood, as evidenced by the number of questions we field on the topic. In our multipart series on Understanding Active Share, we introduce the concept of active share, how it works, and how to measure it—starting with the basics. Part One: The Basics of Active Share Gone are the days…

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We just wanted to provide a brief update regarding today’s surprise action by the Swiss National Bank (SNB). We believe this move will have significant impacts on currency crosses and other asset classes. More importantly, this move may illustrate the reduced degrees of freedom that policy makers have in dealing with economic issues. We believe this action is just one of many that may continue to surprise the markets over the next couple years, as all nations deal the unintended…

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KNOXVILLE, Tenn., December 20, 2014 – BPV CEO Mike West penned a new column for the Knox News Sentinel today. The piece is entitled “Diversification Isn’t As Easy As It Sounds” and outlines a common situation that investors struggle with: how to diversify a portfolio. As it turns out, West’s potential solution to this problem may be both simple and profound. West’s article is reproduced here in full.  Diversification isn’t as easy as it sounds By Mike West “What asset…

KNOXVILLE, Tenn., December 30, 2014 – Investment News published a new article from Back Porch Vista CEO Mike West today. Titled “Advising in the age of self-diagnosis,” the piece contributes to Investment News’s “Outside-IN” blog, which provides advisors with critical third-party perspectives. West’s article is reproduced here in full. Advising in the age of self-diagnosis Don’t be threatened, it’s nothing but an opportunity to get to know the client better By Mike West According to WebMD, I’ve had cancer at least three times. Whenever I’m feeling under the…

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Commodities, without a doubt, have had a volatile 2014. After a strong first half, the Bloomberg Commodity Index experienced a 20% drawdown from its 2014 peak on April 30. Agriculture and natural gas, after an impressive surge following a colder than expected winter, ended up pulling the commodity complex down as the year progressed. To top it all off, oil has been a drag in the second half of the year, with WTI Crude down about 40% since June. So…

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If you’ve had assets wrapped up in an equity portfolio of any kind in recent years, you’ve probably heard mention of drawdown. Drawdown is the peak-to-trough decline during a specific record period of an investment, fund, or commodity. A drawdown is usually quoted as the percentage change between the peak and the trough, and is measured from the time a retrenchment begins to when a new high is reached. This method is used because a valley can’t be measured until…

KNOXVILLE, TN – December 10, 2014– BPV Capital Management, advisor to the BPV Family of Funds, announced today that it has acquired Skyview Investment Advisors, an investment management firm located in Shrewsbury, New Jersey. “It’s a perfect fit,” says Mike West, Senior Partner and CEO. “We’re growing rapidly thanks to our marketing and distribution expertise. However, now we have the opportunity to really build out our investment capacity. To achieve our strategic growth plan, we need more people who analyze…

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KNOXVILLE, Tenn., November 15, 2014 – Readers of the Knoxville News Sentinel saw a new article from Back Porch Vista CEO Mike West today. Titled “Fears of disaster shouldn’t dominate your investment strategy,” the piece questions our tendency to grow entrenched as we age, both in our political views and how we handle money. West’s article is reproduced here in full. Fears of disaster shouldn’t dominate your investment strategy By Mike West To be young again? Next month I turn 48, an age I used to think of…

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We’ve seen considerable activity in the currency markets lately. The dollar has strengthened against the major world currencies, sending the DXY (dollar index) up close to 3% since the end of Q3. That’s a big move for a currency. An even bigger move has come in the USDJPY. The dollar is up about 8% on the yen QTD, and many analysts expect it to continue to appreciate in value. Year-to-date, the dollar has risen approximately 11% against the euro and…

Rebirth of the Corporate Merger

In September we left you with a cliffhanger as the U.S. Treasury Department had just announced new rules to combat further corporate inversions initiated by U.S. companies. The new rules were effective immediately and were applied to all deals that were not closed by the end of Monday, September 22. So, what has happened since the announcement and the changes have taken effect? As a refresher, let’s re-visit what corporate inversions are in the business world: Also known as tax…


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