About BMPEX
The Beck Mack + Oliver Partners Fund is an open-end mutual fund focused on achieving long-term capital appreciation while preserving capital. Positioned within the large blend category, the fund primarily invests in a concentrated portfolio of common stocks, but may also allocate assets to convertible securities, preferred stocks, and select fixed-income instruments. Notably, it follows a value-oriented investment philosophy, targeting high-quality businesses with durable competitive advantages, capable leadership, and the potential for strong economic returns well above their cost of capital. This approach often results in a portfolio comprised of 20 to 25 holdings, with a significant portion allocated to sectors such as financial services, technology, and healthcare. Managed by Beck Mack + Oliver LLC, an independent and partner-owned firm with a long-standing, research-driven culture, the fund employs rigorous fundamental analysis and maintains valuation discipline. This non-diversified structure allows for meaningful positions in each holding, aiming to deliver attractive returns through a combination of patience, selectivity, and risk management. The Partners Fund’s strategy and portfolio construction make it a distinctive participant in the mutual fund market, particularly suited for investors seeking concentrated exposure to fundamentally strong companies.
Fund Family Beck, Mack & Oliver
Category Large Blend
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BMPEX
Index S&P 500 TR
BMPEX had a total return of -2.09% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.52%.
