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Profil
Mr. Kevin A. Bush, CFA, is a Managing Principal at KBK Capital Management LLC.
He co-founded the firm in 2016.
He has over fifteen years of investment management experience and over nine years of executive management experience.
Prior to KBK Capital Management, Mr. Bush served as Blue Shores Capital’s Chief Investment Officer since 2008.
He was responsible for developing and managing Blue Shores’ proprietary money management services and oversaw the firm’s investment process.
He provided leadership to the firm’s five investment professionals.
Under his leadership, Blue Shores managed several alternative investment strategies and developed a reputation for strong risk-management skills alongside competitive performance.
Prior to Blue Shores, Kevin joined Independent Portfolio Consultants, Inc. in 2002 and created and managed IPC’s unified managed account (UMA) platform.
Kevin has presented global investment strategy to investment professionals across the United States, as well as, to numerous banks and family offices throughout the Middle East and China.
Anciens postes connus de Kevin Alan Bush
| Sociétés | Poste | Fin |
|---|---|---|
KBK Capital Management LLC
 KBK Capital Management LLC Investment ManagersFinance KBK’s investment process attempts to focus on the stocks which are least likely to be at risk for deterioration of consumer spending during such a slowdown of the business cycle and to make necessary adjustments to the portfolio as the market changes. | Fondateur | 01/12/2021 |
Independent Portfolio Consultants, Inc.
 Independent Portfolio Consultants, Inc. Investment ManagersFinance BSC employs an actively-managed global investment approach. Accounts are and managed according to the client’s risk and return objectives and portfolio constraints including investment time horizon, liquidity needs, tax considerations, unique circumstances and other reasonable guidelines established by the client. The firm's Global Long/Short Core Equity portfolio consists of a diversified group of strategic individual equity holdings, in addition to, various tactical positions. BSC seeks to invest in businesses with competitive advantages whose stock is trading at attractive absolute valuation levels. Tactical positions take into account changing global business and market conditions and are implemented through the use of traditional and alternative exchange traded products (ETPs), exchange traded funds (ETFs) and exchange traded notes (ETNs). Such securities may include, but are not limited to, synthetic short equity positions, as well as, long and short currency and commodity positions. BSC's Global Multi-Strategy Income Portfolio invests in a diversified group of income-producing asset classes which include REITs, Sovereign, Municipal and Corporate Bonds, Mortgages, MLPs, Bank Loans, Preferred Equity and Equity. The strategy seeks to deliver the highest income opportunities that are attractive on a risk-adjusted basis and seeks to so only through investments in ETPs. ETFs and ETNs. The Concentrated Equity Opportunities (CEO) strategy seeks long-term growth of capital. The strategy invests in a concentrated portfolio of equity securities, while attempting to find non-correlated positions with specific catalysts that offer a high expected return that may also minimize losses. Investments may include common and preferred stock (including convertible preferred stock), partnership interests, business trust shares, interests in REITs, MLPs, warrants, and depository receipts. The strategy may invest in equity securities without regard to geography, sectors or market-cap. Balanced accounts generally have an allocation to the Global Long/Short Core Equity Strategy and to a fixed income strategy, however they may also have a separate allocation to the Global Multi-Strategy Income Strategy. Accounts seek a balance between capital growth, capital preservation, and current income. BSC only uses fixed income ETFs for the fixed income portion of the portfolio. They do not use bonds or debt securities. BSC's fixed income strategy seeks to provide low-risk current income and limited capital appreciation utilizing an intermediate fixed income investment strategy. The strategy also seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the generally investment grade credit sector of (1) the US Bond Market and the intermediate US Treasury Market and (2) the US Municipal Bond Market. | Analyst-Equity | 13/04/2017 |
Blue Shores Capital Management LLC
 Blue Shores Capital Management LLC Investment ManagersFinance Provides investment advice | Fondateur | 01/01/2017 |
Formation de Kevin Alan Bush
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Independent Portfolio Consultants, Inc.
Independent Portfolio Consultants, Inc. Investment ManagersFinance BSC employs an actively-managed global investment approach. Accounts are and managed according to the client’s risk and return objectives and portfolio constraints including investment time horizon, liquidity needs, tax considerations, unique circumstances and other reasonable guidelines established by the client. The firm's Global Long/Short Core Equity portfolio consists of a diversified group of strategic individual equity holdings, in addition to, various tactical positions. BSC seeks to invest in businesses with competitive advantages whose stock is trading at attractive absolute valuation levels. Tactical positions take into account changing global business and market conditions and are implemented through the use of traditional and alternative exchange traded products (ETPs), exchange traded funds (ETFs) and exchange traded notes (ETNs). Such securities may include, but are not limited to, synthetic short equity positions, as well as, long and short currency and commodity positions. BSC's Global Multi-Strategy Income Portfolio invests in a diversified group of income-producing asset classes which include REITs, Sovereign, Municipal and Corporate Bonds, Mortgages, MLPs, Bank Loans, Preferred Equity and Equity. The strategy seeks to deliver the highest income opportunities that are attractive on a risk-adjusted basis and seeks to so only through investments in ETPs. ETFs and ETNs. The Concentrated Equity Opportunities (CEO) strategy seeks long-term growth of capital. The strategy invests in a concentrated portfolio of equity securities, while attempting to find non-correlated positions with specific catalysts that offer a high expected return that may also minimize losses. Investments may include common and preferred stock (including convertible preferred stock), partnership interests, business trust shares, interests in REITs, MLPs, warrants, and depository receipts. The strategy may invest in equity securities without regard to geography, sectors or market-cap. Balanced accounts generally have an allocation to the Global Long/Short Core Equity Strategy and to a fixed income strategy, however they may also have a separate allocation to the Global Multi-Strategy Income Strategy. Accounts seek a balance between capital growth, capital preservation, and current income. BSC only uses fixed income ETFs for the fixed income portion of the portfolio. They do not use bonds or debt securities. BSC's fixed income strategy seeks to provide low-risk current income and limited capital appreciation utilizing an intermediate fixed income investment strategy. The strategy also seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the generally investment grade credit sector of (1) the US Bond Market and the intermediate US Treasury Market and (2) the US Municipal Bond Market. | Finance |
Amherst College
 Amherst College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Blue Shores Capital Management LLC
Blue Shores Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
KBK Capital Management LLC
KBK Capital Management LLC Investment ManagersFinance KBK’s investment process attempts to focus on the stocks which are least likely to be at risk for deterioration of consumer spending during such a slowdown of the business cycle and to make necessary adjustments to the portfolio as the market changes. | Finance |
