BPV Expands Fixed Income Line Up With Agency MBS Strategy
BPV Launches BPV High Quality Short Duration Income Fund
KNOXVILLE, Tenn., Nov. 30, 2015 /PRNewswire/ -- BPV Capital Management (BPV) is pleased to announce that it has added a sixth fund to its lineup of mutual fund products: the BPV High Quality Short Duration Income Fund (BPVSX).
"The current low interest rate environment may present unattractive risks across much of the fixed income spectrum, regardless of whether rates rise or not," said Steve Turi, BPV's Chief Investment Officer. "Therefore, we believe that short duration agency MBS provides very attractive risk-reward opportunities while potentially mitigating interest rate, credit and liquidity risks."
The BPV High Quality Short Duration Income Fund seeks stable income and low volatility by attempting to mitigate typical fixed income risks. The Fund specializes in US Agency Mortgage Backed Securities (MBS), where the portfolio management team's extensive experience in Agency MBS security selection may add value.
"We've been managing a similar fixed income strategy for our institutional clients since 2009," said Tom Fant, Senior Portfolio Manager for the BPV High Quality Short Duration Income Fund. To the best of our knowledge, a short duration product focused in the Agency MBS market is quite rare, so we're particularly excited to offer this strategy in a mutual fund format."
This fund marks the second in BPV's fixed income lineup, following closely on the heels of a June announcement about the launch of an unconstrained bond fund. In addition, BPV recently announced its first forays into the qualified retirement market with the launch of a Collective Investment Trust, the company's first.
About BPV
BPV, 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 BPVFunds.com.
An investor should consider investment objectives, risks, charges, and expenses carefully before investing. Request a prospectus which contains this and other information by calling toll free (855) 784-2399 or visiting www.bpvfunds.com. Read the prospectus carefully before investing or sending money.
The BPV funds are distributed by Ultimus Fund Distributors, LLC. Ultimus Fund Distributors, LLC. is not affiliated with BPV Capital Management.
The BPV Family of Funds are offered only to United States residents, and information on this fact sheet is intended only for such persons. Nothing on this fact sheet should be considered a solicitation to buy or an offer to sell shares of any BPV Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Important Risk Disclosure for the BPV High Quality Short Duration Income Fund
An investment in the Fund is subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective.
This fund is new and has limited operating history.
Investment in the Fund is subject to investment risks, including, without limitation, management style risk, market risk, income risk, mortgage-backed securities risks, fixed income risk, credit risk, interest rate risk, maturity risk, yield curve risk, prepayment risk, liquidity risk, U.S. government securities risk, illiquid securities risk, sector/industry risk, multi-manager structure risk, tax risk, risks related to portfolio turnover, and new fund risk. For more information about the Fund, including the Fund's objectives, charges, expenses and risks (including more information about the risks listed above), please read the prospectus.
Media Contact:
Jeremy P. Floyd
BPV Capital Management
(865) 243-8003
SOURCE BPV Capital Management
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article