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Pointer Capital Management
Blue Point Capital
Bluepointe Capital Management is a alternative asset management company based in San Mateo, CA. They operate 5 private funds and have approximately $386.6 million in total assets under management (AUM). You can view more information on Bluepointe Capital Management including private fund info, contact info, top management and executives, website, email addresses, and more below.
Blue Point is more than a private equity firm. We use the word Partners in our name for a reason.
We form a strong connection with the managers and entrepreneurs that we partner with, and leverage our unique capabilities and experience to help businesses grow. Recent News Next Level Apparel – Our Newest Platform Next Level is our inaugural platform investment in BPCP IV, and we are thrilled to kick off the Fund activity partnering with this exceptional team and acquiring the leader in the fashion basics segment.
Value-Added Partner Blue Point Data & Digital We’re hard at work helping our management teams better leverage their data and take advantage of digital marketing and e-commerce. How we invest We help strong management teams running industry-leading middle market businesses build the processes and capabilities to manage dramatic growth.
Pointer Capital
Grand-Jean Capital Management, Inc. (the “Firm”) provides equity portfolio management primarily to individuals. Founder and President Steven Grand-Jean spent a 20-year career in investment banking with Salomon Brothers and Montgomery Securities, where he developed insights and management relationships across a wide variety of industries.
The officers of the firm invest substantially all of their liquid assets in the same securities as their clients. Year Founded: 1990 Fee Structure (Payable Quarterly): $1 Million to $5 Million 1.25% Annual Fee on Assets $5 Million to $10 Million 1.00% Annual Fee on Assets Over $10 Million 0.75% Annual Fee on Assets Incentive Fee: None Liquidity: Clients can request to terminate their investment advisory agreement and liquidate all positions with one business day’s notice. Transparency: Full transparency on positions held and trading activity. Account Structure: Each account is managed individually, but accounts generally hold the same securities in more or less the same percentages.
We are domestic equity investors with a bias toward long-term investing. We seek superior returns without undue risk to capital. Our focus is on undervalued companies with strong management, strong free cash flow, and a shareholder orientation. Independent research, personal relationships with management teams and investment discipline have allowed us to generate superior investment results over the past decade. Investment Strategy: Primarily U.S.
No leverage or derivatives Investment Objective: Long-term growth of capital and capital preservation. Diversification: Generally hold 15 to 25 stocks per portfolio with no more than a 5% concentration in any one security. These amounts may vary depending on the circumstances.
Research: Independent research focused on bottom-up company analysis. Our targeted investments are companies with the following attributes:. Operating in industries that we actively follow and believe we understand well; for the most part, industries that we have been involved with throughout our careers. Sustainable, industry-leading market positions generating significant cash flow. Restructurings, reorganizations or other turnaround situations where we know the management team, understand the industry, and feel the market is incorrectly pricing the opportunity. Once we have identified a promising company, we tend to follow the company’s progress for a time before investing, and then invest in stages. Before committing capital we put each of our potential investments through a thorough review process that includes analysis of the following:.
Management. Valuation, both relative and absolute. Accounting practices. Economic, business and product cycles. Competitive position.
Business model and projected financial performance. Trends in industry, subsector and comparable companies.
Corporate governance. Each client portfolio is managed separately. This allows us the flexibility to somewhat tailor each individual’s portfolio and to be as tax efficient as market conditions warrant. We have discretionary trading authority over accounts. Clients receive monthly brokerage statements and trade confirmations, as well as a quarterly performance review that we prepare. We also provide an unaudited realized gains and losses report at year end.
Management terms and conditions are set forth in our Investment Advisory Agreement, a copy of which is available upon request. INVESTMENT PROFESSIONALS Steven Grand-Jean, President Steven practiced corporate and securities law in Chicago from 1967-69. He then joined Salomon Brothers as an associate in investment banking, becoming a general partner in 1979 and a managing director in 1981. He specialized in mergers and debt and equity capital raising. He left Salomon Brothers and joined Montgomery Securities in 1988 where he served as a general partner in charge of mergers and acquisitions.
Steven has a BA from Stanford University and an LLB from Harvard Law School. Thomas Lloyd-Butler, Senior Vice President Tom has 31 years of experience as a portfolio manager and research analyst in the investment business. He began his career as an equity analyst at Morgan Guaranty Trust Co., from 1982-1986 where he completed the bank’s management program. He joined Montgomery Securities in 1986 as a research analyst following technology and industrials.
Subsequent to that, Tom was a partner at Gruber & McBaine from 1992-2002, a $1.5 billion hedge fund where he was one of three portfolio managers. In 2002, Tom started his own firm, TLB Capital Management, where he was a portfolio manager until 2010. Tom has a BA from the University of California at Berkeley. Humphries, Vice President OPERATIONS/CLIENT SERVICES PROFESSIONALS Crystal Smolinski Chief Compliance Officer, Director Of Operations Mieke Vandewalle Database Manager.
