STRATEGIES
CONCENTRATED LONG ONLY
Our concentrated long-only portfolio targets undervalued, innovative companies beyond mainstream indices, catering to investors seeking disruptive opportunities that are fundamentally sound at a reasonable cost.
Blue Room Investing offers two strategic approaches to meet our investors' diverse needs: a concentrated long-only strategy and a long/short equity strategy.
MINYOUNG SOHN
FOUNDER/CEO/CIO
AWARDS
• The Best Stock Fund Managers of 2019 - Wall Street Journal
• In 2005, the Janus Core Equity Fund was the #1 performing fund in the Lipper Large Cap Core category, a universe of over 1,000 mutual funds.
• Co-founder of Firm voted “Best Places to Work in Money Management” (2014 & 2016) - Pension and Investments
JOHN FENLEY
PRESIDENT/CO-PM
EXPERIENCE
Vanderbilt University
(1986-1990)
Duke University
(1999-2001)
Fifth Third Bank
(1990-1995)
SunTrust
(1995-1997)
Hansberger Global
(1997-2000)
Denver Investments
( 2000-2018)
Segall Bryant & Hamill
(2018-2023)
INVESTMENT TEAM:
DIVERSITY OF THOUGHT AND BACKGROUND
AWARDS
•Lipper Fund Award 2012 & 2013 for 5-year risk-adjusted returns.
• Investor's Business Daily (IBD) Best Mutual Fund Awards – International category – Winner 2019, 2020 & 2021.
• Pension Bridge Active International Equity Strategy of the Year 2020, Finalist.
OUR PORTFOLIO MANAGERS:
60+ YEARS OF INVESTING EXPERIENCE
EXPERIENCE
Dartmouth College
(1994-1998)
Janus Capital Group
(1998-2008)
ArrowMark Partners
(2009-2019)
Blue Room Investing
(2019-Present)
LONG/SHORT EQUITY
Our long/short strategy is designed to navigate the complexities of volatile markets effectively while building asymmetric upside.
INVESTING TEAM
MANAGEMENT STATEMENT
Our portfolio management, with over 60 years of combined experience in the financial markets and 4 combined Lipper Awards. This wealth of knowledge, paired with a robust research team of nine analysts, forms the backbone of our investment decision-making process. We pride ourselves on our structurally sound operational foundation, and our significant investment in our repeatable investment research process.