Investment Process & Risk Management
Investment Process
Blue Edge Capital has developed a disciplined and repeatable investment process that we implement uniformly across all of our client portfolios. Each Blue Edge Capital portfolio is designed around a long-term strategic asset allocation target, and our team employs real time tactical tilts both to manage portfolio risk and to take advantage of market opportunities. Our BEC Investment Committee directs security selection, monitors asset allocation to ensure compliance with portfolio policy ranges, and continually assesses financial markets and economic conditions that could influence tactical trading decisions.
Portfolio Construction & Risk Management
BEC portfolios are well diversified across multiple underlying ETFs that provide exposure to various asset classes, market cap segments, geographies, and sectors. We utilize ETFs from a number of different ETF fund sponsors to capture the exposure we seek for our portfolios, as we do not believe that any one provider is “best-in-class” within every asset class category.
Risk Management
Raising cash balances
Increasing fixed income exposures
Adjusting portfolio duration and/or credit exposures
Reducing exposure to economically sensitive equities (small caps, emerging markets, value/cyclical stocks)
Increasing exposure to liquid alternatives in diversifying/defensive areas
Our Commitment as Fiduciaries
Since we serve as fiduciaries for all of our clients, we understand the importance of developing institutional-quality operational controls and compliance standards, and we have invested in leading edge systems and technologies to safeguard our clients’ personal information. We are committed to employing the highest standards of professional conduct across all parts of our business, and we have established numerous policies and procedures based on industry best practices.
Find Out if Blue Edge Capital is a Fit for You
We welcome the opportunity to connect and hear your story. As we begin the mutual discovery process, we prioritize client education and set clear expectations so that you feel fully informed, confident, and empowered in your decision making. Please call Ellen Spong at 804-673-7403 or fill out this form to request an introductory conversation.