In less efficient markets, where there are fewer market participants, experienced active managers can have an advantage. Bergen Park’s in-depth fundamental research aims to uncover mispriced and overlooked securities.
Bergen Park focuses on its highest conviction ideas. Our portfolios are typically comprised of 25-35 positions.
Bergen Park employs a long-term value-oriented investment discipline. There is a special emphasis on balance sheet strength, free cash flow generation, and growth potential.
Asymmetric Return Profiles
Stocks approved for Bergen Park portfolios must pass two tests: 1) well-understood and truncated downside risk; and 2) a high expected total shareholder return over a 5-year investment horizon. Our focus on downside risk is a key component of our risk management.
Bergen Park Foreign SMID
A long only concentrated portfolio of 25-35 positions diversified by both country and industry.
Bergen Park Global Opportunity Fund
The long only SMID portfolio plus modest leverage, options, and ETF shorting capability.