Our Strategy

The Look of a Low Net, Long-Short Equity Investment

Blue Rock’s low net,  long-short equity funds give an investor 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 mitigates market-related risks and thereby derives value-added/alpha from ‘stock picking’.

At the same time, employing long-short as the ‘stock picking’ strategy enables a portfolio manager to balance the inefficiencies present in long-only strategies and thereby perform well in most market conditions.

The marriage of the powerful market-neutral risk discipline with a well balanced long-short stock selection methodology provides investors with the unique opportunity to consistently achieve attractive returns while minimizing volatility.

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Blue Rock is a registered investment adviser. Securities may be offered through Blue Rock Global Partners, Inc., an affiliate of Blue Rock and member of FINRA & SIPC. 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 in 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. Any opinions expressed are those of the writer and are subject to change without notice or update. The information herein is preliminary, subject to change, and does not constitute a complete description of Blue Rock's investment services.

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