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Elevator Pitch

Most investment managers don’t beat the stock market. In order to add value, we do something very different. We identify innovative companies that we think will be the winners of tomorrow, but that appear cheap today. These companies trade on major exchanges and have market caps above $1B. As we are very selective in what we hold, our portfolios typically only hold 7-10 companies. Since inception in May 2018, our clients’ portfolios have beaten the market, helping them achieve their financial goals and giving them increased flexibility and opportunity. All of our Founder’s liquid capital is invested alongside outside investors.


We believe in doing one thing, and doing it well - investing in innovative companies That Appear Cheap today 


Our Guarantee

While the FCA will not allow us to guarantee a return, we can guarantee that we will not make a single penny until you have beaten the index. We will answer any questions you have in plain English. We will provide you with your own account, where you directly own all of the assets, held by an independent custodian to ensure that your assets are safe and secure. (Assumes performance fee only contract.)


unorthodox differentiation is our key to success

We realise that to be successful, we must be unorthodox. We generate all of our insights through our own proprietary research. We apply intrinsic value methodologies to high growth companies, focusing on long-term business models and economic value creation. We invest with a view of value over a market cycle, but we invest in valuation opportunities presented by the markets today. Our ideas are often overlooked by the market because we focus on the long-term and ignore the short-term noise that preoccupies the markets.


Our Portfolio is different

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Our performance is different

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Our founder

 

Blue Ocean is wholly-owned by Ted Holmes. Ted founded the firm following a 20+ year career with UBS Asset Management. Throughout his career at UBS, he successfully applied the value philosophy to technology and growth investing. He was one of the best performing analysts and was repeatedly promoted. Ted finished his career as European Head of Equities with responsibility for over 50 people and tens of billions of assets under management. He has a Chicago MBA, is a CFA Charterholder, and is qualified as a CPA (inactive). Ted also serves on the Board of Directors for the City of London Investment Trust, which was founded in 1891 and manages over £1.6B in equities, and on the Investment Committee for the King's Fund, a health advocacy non-profit established by Royal Charter in 1897.