At BCCM Advisors, we uncover high alpha potential opportunities in less efficient and niche markets for our family of private investment funds.
Blue Clay Capital Management, LLC was founded in 2012 as a continuation of the fundamentally-focused small and mid-cap strategy the team employed at Whitebox Advisors. Late in 2017, Blue Clay’s investment management business was acquired by Air T, Inc., and re-named BCCM Advisors, LLC. Air T, Inc. is a publicly-traded firm on the NASDAQ market led by seasoned investor Nick Swenson, its Chairman and CEO.
Experience That Counts
Our Chief Investment Officer Gary Kohler has successfully identified winning investments over his more than 30 years navigating the markets for attractive opportunities to commit capital. Gary’s experience as a first-rate investor has been honed and sharpened while managing our alternative and long-only portfolios, to managing family office assets at Okabena & Company and hedge fund assets at Whitebox Advisors. Much of Gary’s career has been focused on the small-cap equity markets covering many business cycles in addition to having served on the board of multiple companies.
Our investment theses are based on long-term business fundamentals and not the “quarter.” Through fundamental valuation analysis we discover companies where the markets have mispriced underlying returns on capital, cash flows or growth opportunities. We apply our fundamental approach to the small- and mid- cap universe where we find greater market inefficiencies and more undiscovered opportunities.
Focus on Capital Preservation
We seek to generate equity returns while at the same time preserving capital. A focus on capital preservation drives portfolio construction and individual position decisions, including proprietary systematic option and volatility overlays used to inform overall direction and exposures for certain hedged strategies.