Blue Edge Capital, LLC
Blue Edge Capital, LLC is an independent investment management firm headquartered in Richmond, Virginia. Founded in 2011, it is fully employee-owned and registered under the Investment Advisers Act of 1940. The firm serves private investors, family offices, foundations, and institutional investors. As of the most recent filings, Blue Edge Capital manages approximately $692.7 million in assets and has 5 employees, most of whom are investment professionals.
Investment Strategy
Blue Edge Capital specializes in diversified portfolio management, primarily investing in exchange traded funds (ETFs) that encompass domestic and international equities, fixed income, real estate, commodities, precious metals, currencies, cash, and other instruments. The firm employs a tactical asset allocation approach, making active decisions among asset classes to improve investment performance and manage risk across economic cycles. The asset class mix and weightings are subject to change at the discretion of the firm's investment committee, reflecting a flexible, risk-aware investment philosophy focused on both growth and preservation of capital.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | Vanguard Growth | 9.96% | $67.0M | 152,720 | $131.03 | $438.40 | +$9.8M |
V VTV | Vanguard Value | 8.08% | $54.3M | 307,452 | $104.68 | $176.74 | +$839.1K |
M MGK | Vanguard Mega Cap Growth | 4.87% | $32.8M | 89,502 | $197.91 | $366.17 | +$4.7M |
I IEUR | Ishares Core Msci Europe | 4.59% | $30.9M | 466,657 | $54.15 | $66.20 | +$7.5M |
I IEF | iShares 7-10 Year Treasury Bon | 4.58% | $30.8M | 321,519 | $97.23 | $95.77 | -$741.5K |