BHZ Capital Management focuses on an event driven, long/short investment strategy in the community and regional banking sectors. Utilizing a fundamental, relative value approach to capitalize on the ongoing consolidation trend within the sector, BHZ’s strategy concentrates on:
Banks that are acquisition targets of aggressive consolidators and capturing takeover premiums in advance of acquisition announcement and
Select merger arbitrage transactions post-acquisition announcement.
Our Team
ROBERT HENDERSHOTT, Ph.D.
Co-Founder & Co-Portfolio Manager (30 Years of Experience)
YARON BROOK, Ph.D.
Co-Founder & Managing Director (25 Years of Experience)
RYAN ZAFFUTO
Co-Portfolio Manager & Head of Research (15 Years of Experience)
KEN LI, CFA, CAIA
Chief Operating Officer & CCO