About us
Blue Rock AdvisorsTM, LLC is dedicated to the goal of being the leading focused manager of managers specializing in the low net exposure, long-short equity style of hedged portfolios.
We seek to provide our clients with access to a diversified mix of talented and driven managers in this unique investment style. Blue Rock provides this access through a family of intelligently structured multi-manager funds that seek attractive return targets, controlled volatility, and minimal correlation to other asset classes.
Founded in 1989 and 100% employee-owned, Blue Rock has the experience and knowledge to provide our clients with a high-quality alternative investment product while employing processes and strategies designed to minimize risk.
Blue Rock manages a variety of low net exposure, long-short equity multi-manager funds designed to meet our institutional clients’ unique needs. We advise a range of funds, from our flagship fund to our alpha overlay and liquid alpha funds.
Our managed portfolios are diversified across a wide range of stock selection methodologies implemented by Blue Rock’s underlying managers. We also believe that size is counterproductive to performance, preferring to invest with smaller, more nimble managers. Our style-focused analytics and detailed due diligence and monitoring procedures assist a wide range of institutional fiduciaries to participate with greater confidence.
We seek the following investment objectives while managing our funds and portfolios:
• To achieve consistent positive returns across market cycles
• To lessen market risk
• To mitigate factor risks
We believe that a low net exposure, long-short equity approach can complement a wide range of institutional portfolios that are seeking to mitigate market direction risk and further diversify with low-correlated investments. While we make every effort to meet our investment objectives and avoid losses, we cannot make any assurances that our objectives will be met and losses will be avoided. All investments are subject to the risk of loss.
Founded in 1989 by Robert W. Fullerton, Blue Rock is dedicated exclusively to managing low net exposure, long-short equity multi-manager funds.
Blue Rock’s flagship fund was launched in 1989 with a single manager. The firm immediately began to research other managers offering low net, long-short portfolios and decided to focus entirely on this strategy.
In July 1991, Blue Rock’s flagship fund was converted from a single manager fund to a multi-manager fund. Mark Steen, Principal, joined the firm that same year.
Today, Blue Rock tracks and maintains research on more than 600 low net, long-short equity managers in our proprietary database. Blue Rock has over a 30-year track record investing exclusively with low net, long-short equity managers.
Our People
Our Strategy
We provide our clients with access to a diversified mix of the most talented and driven managers in this unique investment style. Blue Rock provides this access through a family of intelligently structured multi-manager funds that seek attractive return targets, controlled volatility, and minimal correlation to other asset classes.
Low Net, Long-Short Equity Investing
Low net, long-short equity strategies are designed to reduce market direction risk and limit downside risk.
Buy long equities expected to outperform the market.
Sell short equities expected to underperform the market.
Investing in a well-diversified variety of stock selection methodologies in a highly-disciplined, risk-controlled framework assists in achieving investment objectives.
Low net, long-short investment seeks to provide low correlation with stocks, bonds and other alternatives strategies.
Investments are, with few exceptions, in publicly-traded, liquid equities.
The Look of a Low Net, Long-Short Equity Investment
Blue Rock’s low net, long-short equity strategy provides exposure to a variety of stock selection methodologies in a highly-disciplined, risk-controlled framework.
Using low net exposure, nearly market neutral, as a “risk framework” enables a portfolio manager to structure a low volatility portfolio, one that is designed in an effort to mitigate market-related risks and derive value-added/alpha from ‘stock picking’.
Employing “long-short” as the ‘stock picking’ strategy provides an opportunity to balance the inefficiencies present in long-only strategies and thereby perform well in most market conditions.
The merging of a market-neutral risk discipline with a well-balanced long-short stock selection methodology provides clients with the unique opportunity to seek consistent attractive returns in a strategy designed to minimize volatility.
While we make every effort to meet our investment objectives and avoid losses, we cannot make any
assurances that our objectives will be met and losses will be avoided. All investments are subject to the
risk of loss.
How To Contact Us
Address:
445 East Lake Street, Suite 120
Wayzata, MN 55391
Main Phone: (952) 229-8700
General Inquiries:
Contact Us Online Using Form Below
New Business Contact:
Mark Steen, CFA, Principal
952-229-8710 or steen@blue-rock.com
New Manager Contact:
Greg Swaim, Managing Director, Research
952-229-8708 or swaim@blue-rock.com
This website is for informational purposes only and does not constitute a complete description of the products or services of Blue Rock Advisors, LLC or its affiliates (“Blue Rock”). Nothing on this website constitutes an offering of advisory services or an offer to sell, or a solicitation of an offer to buy any securities, financial instruments, or investment funds sponsored or managed by Blue Rock in any jurisdiction. Any offer will be made only to persons meeting the requisite suitability and sophistication qualifications. This information is not intended to be used as the primary basis of investment decisions, and because of individual investor objectives, it should not be construed as advice designed to meet the particular investment needs of any investor. Investment in any service or product offered by Blue Rock is subject to liquidity restrictions and periodic windows of opportunity to withdraw assets.
Certain information contained on this website may constitute forward-looking statements which can be generally identified by the use of language such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “believe,” or comparable terminology. Due to various risks and uncertainties, actual events or the consequences of such events may differ materially from those reflected or contemplated in such forward-looking statements.
There is no assurance that Blue Rock will meet its investment objectives and avoid losses. All investments are subject to the risk of loss. Past performance is not indicative of future results.
Blue Rock is a registered investment adviser with the SEC. Registration with the SEC or with any self-regulatory authority does not imply a certain level of skill or training. A detailed summary of the risks and characteristics of Blue Rock’s investment advisory business is included in Part 2A of Blue Rock’s Form ADV (available at http://www.adviserinfo.sec.gov). Prospective investors must make an independent assessment of such matters in consultation with their own professional advisors. Nothing on the website should be construed as legal, tax, regulatory, or accounting advice.
Although Blue Rock endeavors to maintain the information on this website, Blue Rock does not warrant its completeness or accuracy. The information herein is preliminary, subject to change, and does not constitute a complete description of Blue Rock’s investment services.
No permission is granted to copy, redistribute, or reproduce, in any form, any information or image contained on this website.