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BHZ Consolidation Fund, LP (1.5/15)

BHZ Capital Management, LP

Company Overview

The investment team has nearly 70 years of cumulative experience evaluating and investing in US regional/community banks through two full market cycles. In March 2010 BHZ Capital Management, LP launched a flagship event-driven, long/short equity hedge fund strategy BHZ Consolidation focused on consolidation and in May 2017 launched a long/short equity strategy BHZ Financial Opportunities that seeks to capitalize on the pricing inefficiencies and short and medium-term trading opportunities in the US regional/community banking sector. On April 22, 2016 BHZ Capital Management, LP became a registered investment advisor with the Securities and Exchange Commission.

Fund Strategy

BHZ Consolidation Fund, LP (the “Fund”) is an event driven, long/short equity hedge fund focused on the community and regional banking sectors. The Fund seeks to achieve substantial capital appreciation by investing in i) banks that are acquisition targets of aggressive consolidators and capturing takeover premiums in advance of acquisition announcements and ii) select merger arbitrage transactions post-acquisition announcement. The investment team, under the direction of Robert Hendershott, is comprised of experienced professionals with nearly 70 years of cumulative direct expertise evaluating and investing in US regional/community bank stocks through several market cycles. Target ownership level is less than 9.9% of outstanding shares. The result is a diversified portfolio of quality community banks with strong management teams.

Quick Facts

Category:
  • Directional » Equity Long/Short
  • Event-Driven » Merger Arbitrage
Inception Date: 0000-06
Monthly Performance Data:
Jun 8.31%

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