LONG/SHORT EQUITY


Our Portfolio Managers:
60+ Years of INVESTING Experience

MINYOUNG SOHN
FOUNDER/CEO/CIO


EXPERIENCE

Dartmouth College (1994-1998)        

Janus Capital Group (1998-2008)      

ArrowMark Partners (2009-2019)

Blue Room Investing (2019-Present)           

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
PARTNER/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)     

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.


INVESTMENT TeAM:
DIVERSITY OF THOUGHT AND BACKGROUND

Blue Room Fund One is a concentrated long/short US equity strategy that leverages the firm’s exceptional independent macroeconomic research and detailed fundamental company analysis to construct a portfolio of high conviction equities designed to deliver and compound asymmetric return over a market cycle while providing downside protection.






BUILT TO SCALE

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