Greg Swaim

Blue Rock Advisors specializes in the low net exposure, long/short, market-neutral equity (LSMNE) style of hedged portfolios. The firm tracks and maintains opinions on their entire universe of LSMN portfolio managers (approximately 375). Each fund utilizes a fund-of-funds or multi-manager investment strategy pursuant to which the funds' capital is allocated among a selected group of private investment funds that are managed by portfolio managers. Blue Rock allocates the assets of each fund to portfolio managers of differing styles or industry specialization with the objective of reducing individual manager risk. Blue Rock's LSMN strategies seek to neutralize the risk of fluctuations in the equity markets by constructing two diversified portfolios of equity securities, one comprised of long positions in stocks believed to be undervalued, and the other comprised of short positions in stocks believed to be overvalued. By sacrificing some potential returns in order to establish a low net exposure to market direction risk, the LSMN strategy attempts to limit risk and consistently produce positive returns.

PA Capital is a long-term, value-oriented investor that seeks to preserve and grow capital. They provide access to niche investment opportunities in the Low Mid Market. The firm invests in private equity, private real assets, and long/short equity and constructs targeted portfolios of fund investments, secondaries, and direct co-investments.

Blue Rock focuses exclusively on low net exposure and long-short equity investments. The firm manages portfolios diversified across a wide range of stock selection methodologies implemented by their underlying managers. They believe that a low net exposure, long-short equity approach can complement a wide range of institutional portfolios that are seeking to mitigate market direction risk and further diversify with low-correlated investments.

Interval focuses on long/short equity investing. The firm aims to generate risk-adjusted returns primarily through investments in equity securities and other equity-related instruments. Their team employs various investment strategies including a bottom-up, fundamentally driven investment approach with active portfolio management.

Functions as a College/University