Way Points

Insights into the investment path charted for Blue Point clients.

Fourth Quarter 2023

February 22, 2024
During the fourth quarter, Blue Point’s model portfolio, applied to separately managed accounts returned 9.63% net-of-fees. The Total Return of the S&P 500, which includes dividends, was 11.69%.

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Third Quarter 2023

November 13, 2023
During the third quarter, Blue Point’s model portfolio, applied to separately managed accounts returned -1.30% net-of-fees. The Total Return of the S&P 500, which includes dividends, was -3.27%.

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Second Quarter 2023

August 21, 2023
During the second quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned 5.87% net-of-fees. The Total Return of the S&P 500, which includes dividends, was 8.74%.

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First Quarter 2023

June 1, 2023
During the first quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned 8.71% net-of-fees. The Total Return of the S&P 500, which includes dividends, was 7.50%.

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Fourth Quarter 2022

February 21, 2023
During the fourth quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned 6.34% net-of-fees. The Total Return of the S&P 500, which includes dividends, was 5.95%.

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Third Quarter 2022

November 16, 2022
During the third quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned -3.27% net-of-fees. The Total Return of the S&P 500, which includes dividends, was -3.43%.

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Second Quarter 2022

August 25, 2022
During the second quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned -19.88% net-of-fees. The Total Return of the S&P 500, which includes dividends, was -16.10%.

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First Quarter 2022

May 10, 2022
During the first quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned -5.99% net-of-fees. The Total Return of the S&P 500, which includes dividends, was -4.59%.

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Fourth Quarter 2021

February 18, 2022
During the fourth quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned 8.51% net-of-fees. The Total Return of the S&P 500, which includes dividends, was 11.03%.

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Third Quarter 2021

November 16, 2021
During the third quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned -2.74% net-of-fees. The Total Return of the S&P 500, which includes dividends, was 0.58%.

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Second Quarter 2021

August 12, 2021
During the second quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned 8.31% net-of-fees. The Total Return of the S&P 500, which includes dividends, was 8.55%.

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First Quarter 2021

May 19, 2021
During the first quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned -0.28% net-of-fees.

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Fourth Quarter 2020

February 12, 2021
Blue Point is pleased to report an outstanding return for 2020. During 2020, Blue Point’s model portfolio, applied to separately managed accounts, returned 35.27% net-of-fees.

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Third Quarter 2020

October 21, 2020
Blue Point is pleased to report an outstanding performance for the third quarter. During the third quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned 16.92% net-of-fees.

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Second Quarter 2020

August 13, 2020
Blue Point is pleased to report exceptional performance for the second quarter. The dislocation in the financial markets created opportunities to make new investments in the digital economy.

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First Quarter 2020

May 1, 2020
The global shutdown during the first quarter necessitated difficult portfolio decisions. Blue Point exited travel and leisure, commercial aircraft manufacturing, and alloy manufacturing companies.

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Fourth Quarter 2019

February 13, 2020
Blue Point generated strong gains for clients in 2019, returning 34.84% net of fees while the Total Return of the S&P 500 was 31.49%. For 2019, Blue Point outperformed the benchmark by 3.36%.

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Third Quarter 2019

November 12, 2019
During the third quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned 0.70% net of fees.

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Second Quarter 2019

July 19, 2019
During the second quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned 7.25% net of fees. The Total Return of the S&P 500, which includes dividends, was 4.30% during the second quarter. Blue Point outperformed the benchmark by 2.95%.

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First Quarter 2019

May 9, 2019
During the first quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned 16.60% net of fees. The Total Return of the S&P 500, which includes dividends, was 13.65% during the first quarter. Blue Point outperformed the benchmark by 2.95%.

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Fourth Quarter 2018

January 8, 2019
During the fourth quarter, Blue Point’s model portfolio, applied to separately managed accounts, returned –16.02% net of fees. The Total Return of the S&P 500, which includes dividends, was -13.52% during the fourth quarter.

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Third Quarter 2018

November 4, 2018
During the third quarter, Blue Point’s model portfolio returned 5.70% net of fees. The Total Return of the S&P 500, which includes dividends, was 7.71% during the third quarter.

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Second Quarter 2018

July 11, 2018
The Blue Point model portfolio, which is applied to separately managed accounts, returned 7.48% net of fees during the second quarter.

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First Quarter 2018

March 31, 2018
The Blue Point model portfolio, which is applied to separately managed accounts, returned 2.28% net of fees during the first quarter.

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Fourth Quarter 2017

December 31, 2017
The Blue Point model portfolio, which is applied to separately managed accounts, returned 8.09% net of fees during the fourth quarter.

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Third Quarter 2017

September 30, 2017
The Blue Point model portfolio, which is applied to separately managed accounts, returned 6.09% net of fees during the third quarter.

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Second Quarter 2017

June 30, 2017
The Blue Point model portfolio, which is applied to separately managed accounts, returned 4.24% net of fees during the second quarter. The Total Return of the S&P 500, which includes dividends, was 3.09% during the second quarter.

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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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