BlueView Investment was founded on the belief that technology will create greater-than-expected disruption in the ways consumers and businesses purchase goods and services. We undertake intensive analysis on the critical attributes that separate winners from losers in this generational shift.
The security selection process is grounded in forensic field research to evaluate the winning combination of selection, price, convenience, and value-added experience for the consumer.
Our primary objective is to provide superior financial performance and insights for institutions and individuals. Decision-making is long-term, and customer service is an obsession.
BlueView Fund Enhances Risk-adjusted Returns in a Portfolio
Correlation of weekly returns between:
• BlueView Fund and S&P Equity Index is 4%
• BlueView Fund and S&P Bond Index is 5%
• S&P Equity Index and S&P Bond Index is 20%
Chief Investment Officer
Mark Miller has 30 years of financial experience as a portfolio manager, research analyst, and in management (Head of Equity Research for William Blair's Consumer team). He has been recognized with 11 awards for stock-picking and accuracy of earnings estimates, including The Wall Street Journal’s “Best on the Street” for his coverage of food and drug retailers and by the Financial Times/StarMine as the top stock-picker in food and staples retailing. MBA from Northwestern's Kellogg School of Management; graduated with distinction. BA in Political Science from Columbia University. Chartered Financial Analyst.
30 Years of Experience
BlueView Investment
Crystal Rock Capital Management
William Blair & Company
Merrill Lynch
Credit Suisse