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BHZ Financial Opportunities Master Fund, LP

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 Financial Opportunities Master Fund, LP (the “Fund”) is a long/short equity fund that seeks to capitalize on pricing inefficiencies in the US regional/community banking sector. The Fund’s portfolio is constructed using quantitative models, rigorous data collection and qualitative analysis of bank governance, operations, and valuations. Valuation dispersion within the sector creates significant relative value investment opportunities. The portfolio is complemented by both long-term and shorter-term trading opportunities enabled by the high volatility which has been a characteristic of the banking sector. 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.

Quick Facts

Category:
  • Directional » Equity Long/Short
Inception Date: 2017-06
Monthly Performance Data:
Jun 12.55%

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