STRATEGIES

CONCENTRATED LONG ONLY

Our concentrated long-only portfolio targets undervalued, innovative companies beyond mainstream indices, catering to investors seeking disruptive opportunities that are fundamentally sound at a reasonable cost.

Blue Room Investing offers two strategic approaches to meet our investors' diverse needs: a concentrated long-only strategy and a long/short equity strategy.

MINYOUNG SOHN
CEO/CIO

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

INVESTMENT TEAM:
DIVERSITY OF THOUGHT AND BACKGROUND

OUR FOUNDER

EXPERIENCE

Dartmouth College
(1994-1998)

Janus Capital Group
(1998-2008)

ArrowMark Partners
(2009-2019)

Blue Room Investing
(2019-Present)

LONG/SHORT EQUITY

Our long/short strategy is designed to navigate the complexities of volatile markets effectively while building asymmetric upside.

INVESTING TEAM

MANAGEMENT STATEMENT

Our portfolio management, with over 25 years of combined experience in the financial markets. This wealth of knowledge, paired with a robust research team of nine analysts, forms the backbone of our investment decision-making process. We pride ourselves on our structurally sound operational foundation, and our significant investment in our repeatable investment research process.