Way Points

See below for a listing of Way Points.

First Quarter 2017

March 31, 2017 - The Blue Point model portfolio, which is applied to separately managed accounts, returned 4.99% net of fees during the first quarter. The Total Return of the S&P 500, which includes dividends, was 6.07% during the first quarter. Blue Point underperformed the benchmark by 1.08% during the first quarter.

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Fourth Quarter 2016

December, 2016 - The Blue Point model portfolio, which is applied to separately managed accounts, returned 5.66% net of fees during the fourth quarter. The Total Return of the S&P 500, which includes dividends, was 3.82% during the fourth quarter. Blue Point outperformed the benchmark by 1.84% during the fourth quarter.

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Third Quarter 2016

November, 2016 - The Blue Point model portfolio, which is applied to separately managed accounts, returned 6.95% net of fees during the third quarter. The Total Return of the S&P 500, which includes dividends, was 3.85% during the third quarter. Blue Point outperformed the benchmark by 3.10% during the third quarter.

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Second Quarter 2016

June, 2016 - Blue Point ended the quarter with 22% cash which limits downside risk in a volatile market while providing ample dry powder for investment opportunities. Blue Point’s separately managed accounts benefited from the all-cash offer for LinkedIn.

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Fourth Quarter 2015

December, 2015 - Blue Point outperformed the benchmark by 3.06% during the fourth quarter. During 2015, Blue Point returned 5.27% net of fees, while the Total Return of the S&P 500 was 1.38%, which means Blue Point outperformed the benchmark by 3.89%.

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Third Quarter 2015

September, 2015 - Blue Point year-to-date has outperformed the S&P 500 due to strong returns in consumer discretionary and pharmaceutical companies. The biggest underperformances came from energy companies and financials. Above average cash levels continue to be held with the expectation they will offer delayed alpha.

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Second Quarter 2015

June, 2015 - Blue Point, which is based on a model portfolio applied to separately managed accounts, returned 0.53% net of fees during the second quarter. The Total Return of the S&P 500 was 0.28% which means Blue Point outperformed the benchmark by 0.25% during the second quarter.

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First Quarter 2015

March, 2015 - Blue Point, which is based on a model portfolio applied to separately managed accounts, returned 3.67% net of fees during the first quarter. The Total Return of the S&P 500 was 0.95% during the first quarter. Blue Point outperformed the benchmark by 2.72% during the first quarter.

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Market Structure & Enhancing Returns

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