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BHZ Consolidation Fund, LP (1.5/20)

BHZ Capital Management, LP

Company Overview

BHZ Capital Management, LP is an SEC registered investment advisor specializing in the US regional/community banking sector with $197 mm in Firm AUM. The investment team has nearly 70 years of cumulative experience evaluating and investing in US regional/community bank stocks through two full market cycles. The Co-Founders of the Investment Manager Robert Hendershott, Ph.D. and Yaron Brook, Ph.D. began their careers in academia in the Finance Department of Santa Clara University in 1993. Six years of academic research covering the consolidation trend in the sector led to a career in investing. They sub-advised a large hedge fund on a $200 million long/short portfolio of community bank stocks for nine years. They also sub-advised a significant family office on a $60 million private equity portfolio for eight years.

Fund Strategy

BHZ Consolidation Fund LP is an event driven, long/short equity strategy that revolves around the ongoing consolidation among US community and regional banks and seeks to generate returns by capturing the following: i) the run-up in the stock price of target banks in anticipation of mergers; ii) the premiums paid on announcement of transactions; and iii) post-announcement merger arbitrage spreads.

Quick Facts

  • Directional » Equity Long/Short
Inception Date: 0000-06
Monthly Performance Data:
Jul 7.79%

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