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Black Bear Investments, LLC

Portfolio management
Securities
Asset allocation
Investments
Risk management

Black Bear Investments, LLC information

Black Bear Investments is an investment fund measured against a 50%-70% equity allocation benchmark. Outside of our equity allocation, we invest the remaining capital in fixed income, commodities, and real estate. Over the course of the fund's life from July 2017 to December 2020, the investment fund generated an alpha of 7% against the benchmark.

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Alumni

Joseph Bartucca
Senior Real Estate Analyst
Claremont Companies
Peter Williams
Finance Business Partner
Able Aerospace
Michael Alfieri
Turnaround & Restructuring
Berkeley Research Group

Employees


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