Blue Hawk Investment Group and Jake DuBois Launch Blue Hawk Fundamental Growth Fund with Support from Industry Veteran Dick Mayo
The long-short fund is designed to be the next iteration of active management by rethinking commonly held beliefs on diversification, investment time horizons, and risk.
Dick Mayo, a well-known investment industry veteran and major investor in the fund, will hold a special advisor role.
ARLINGTON, Va., Jan. 25, 2017 /PRNewswire/ --
Blue Hawk Fundamental Growth Fund
- The fund employs a long-short strategy and invests primarily in North American public equities
- The fund holds high conviction, concentrated positions with a quality growth bias
- The fund is a private fund restricted to accredited investors
Quotes
Investing Philosophy
"The backbone of this fund is grounded in two ideas: (1) diversification should occur at the investor level, not the fund level and (2) truly great growth ideas are rare. Putting these ideas into action, we created a concentrated, best ideas fund with the same long-term time horizon on both the long and short side. This product is designed with the goal of maximizing investment returns over a full market cycle."
- Portfolio Manager Jake DuBois
The Shift Away from Active Management
"We believe the investment management industry is undergoing a powerful transformation that is changing the industry for the better. Today's investors are not against active management as a whole. They are okay paying for active management, given the fund performs. We believe the shift is beneficial to investors and we designed this product to meet these evolving demands."
- Portfolio Manager Jake DuBois
Portfolio Management
- Mr. DuBois serves as the Portfolio Manager of the Blue Hawk Fundamental Growth Fund, LP and has 8 years of investment experience - 6 years at T. Rowe Price and 2 years at Darden Capital Management. Mr. DuBois holds an M.B.A. from University of Virginia Darden School of Business and a B.A. from Emory University
- Mr. Mayo, who has over 35 years of investment experience, will hold a special advisor role to the fund. He will engage in regular discussions on investment strategy, investing environment, and risk management.
About the Firm
Blue Hawk Investment Group, LLC was founded in 2016 by Jake DuBois on the belief that high conviction, concentrated portfolios are the future of active management.
For questions about the press release, please contact [email protected].
SOURCE Blue Hawk Investment Group, LLC
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