Blue Ocean Investment Partners
We generate long-term wealth for high-net-worth clients through a differentiated approach to investing.
Our Founder, who has 30 years of success as a professional investor at UBS and Blue Ocean, provides personalised service to clients.
We are accepting applications for new clients.
Who We Serve
High-Net-Worth Individuals and Trusts
We cater to experienced and sophisticated investors seeking to maximize their wealth and achieve their long-term financial goals. Our clients typically have more than $1m in net assets excluding their primary residence. We accept clients from virtually every country in the world.
Long-term Perspective
Our clients understand the importance of a patient and disciplined investment approach, focused on long-term growth and value creation. Our returns can be volatile, but our clients understand that risk is long-term return weakness, not short-term volatility.
We accept clients from almost every country around the globe. Client types we accept include individual, joint, trust, and US retirement accounts (IRA/SEP).
Why Our Clients Choose Us?
Better and Differentiated Returns
By concentrating our portfolio on long-term winners, we provide better returns that are also different to the market, which is good for investor diversification.
Success and Alignment
Ted has an almost 30-year history of beating the market. We believe in alignment. Ted invests alongside clients and our strategy is to invest when management is also aligned with us.
Safety and Security
All funds are held safely with a reputable third-party custodian in the client’s name. We do not use leverage or derivatives, reducing downside risk.
Our Approach and Results Differentiate Us
Market Beating Performance
Unlike most traditional funds, Blue Ocean has outperformed the market, returning 115% performance (net of fees) since inception, versus 51% for the closest benchmark.
Past performance is not indicative of future returns. The value of investments may fall as well as rise and is not guaranteed. The investor may not get back the original amount invested. There can be no assurance that the investment objective will be achieved, and investment results may vary substantially over time. Investment in the strategy is not intended to be a complete investment programme for any investor. Prospective investors should carefully consider whether an investment in the strategy would be suitable for them in light of their tax and other circumstances and financial resources. The inception date of the strategy is May 7, 2018. Performance is presented net of a 1% management fee and a 30% performance fee for results above the benchmark.
Different Approach
Traditional funds own 50-200 companies. We own 5-15 long-term winners. As a result, our performance is very different to traditional funds.
Meet the Founder
All of our investors are treated like partners with every investor having access to Ted to discuss their financial plans and to understand the strategy and holdings.
Ted Holmes, CFA, CPA
Founder and Chief Investment Officer
A lifetime of natural leadership and innovative thinking with a long and successful career in investment management, Ted brings a differentiated skill set to investing and has successfully executed an intrinsic value approach applied to growth companies for almost thirty years. He is a fundamental, bottom-up investor with a strongly held belief in process and discipline developed during formative years at Brinson Partners. This foundation has led to a successful career as an equity analyst, director of research, portfolio manager, and head of equities. He has invested through the dot-com bubble, the global financial crisis, the European sovereign crisis, and Covid-19. These experiences have added depth to the strategy employed at Blue Ocean.
His professional career began with three years as a public accountant working with Ernst & Young, understanding company processes and financials from the vantage point of an auditor. While working with Ernst & Young, he attained his Certified Public Accountant (CPA) designation and also worked towards his Chartered Financial Analyst (CFA) designation. To pursue his passion for investing, Ted attended the University of Chicago Booth School to earn a MBA. He interned with Brinson Partners, a well-regarded thought leader in intrinsic value style investing, between his two years at the University of Chicago.
Upon graduation, he returned full-time to Brinson Partners. During his first ten years at Brinson Partners, which became known as UBS Asset Management, Ted was one of the best analysts at the firm on a global basis. His innovations helped move the tech sector from a long-term detractor to a significant contributor to client returns. During this time, he led the firm in value-adding ideas while identifying and investing in many lesser-known companies who are today’s leading companies. It was this experience that led directly to the formation of the strategy at Blue Ocean. Following from this success as an analyst, Ted moved to London and in 2010 was appointed to be European Head of Equities with responsibility over $20b in assets. . Throughout, Ted focused on his passion for investing, bottom-up stock analysis, and thinking differently.
He founded Blue Ocean Investment Partners in 2018 to dedicate his time to in-depth investment research and to exploit the market’s consistent undervaluation for certain high growth companies. Ted serves on the Board of Directors for the City of London Investment Trust and the River UK Micro Cap Company. He also serves on the Investment Committee for the King's Fund, a charity established by Royal Charter in 1897 for the advancement of healthcare issues in England.
Ted is the sole shareholder of the firm and has invested most of his liquid net wealth in the strategy, insuring strong alignment with clients.
Safety and Security of Your Investment is a Primary Concern
Custodian Held
Client funds are held securely with a reputable custodian, safeguarding your assets.
Risk Mitigation
Our rigorous risk management framework avoids leverage and derivative exposure, preserving your capital.
Transparent Reporting
Receive regular, detailed reports on your portfolio's performance and investment decisions.
Invest with Blue Ocean
We only accept clients who meet at least two of these three criteria: 1) experience actively investing in the stock market, 2) professional experience in finance, and 3) a minimum net worth excluding the investor’s primary home of $500,000.
Investing with us is simple. First, complete an application to become a client of Blue Ocean. We will assess your application for suitability. If we determine that the applicant is suitable, the applicant will receive an Interactive Brokers custodial agreement and a Blue Ocean investment management agreement. We will also setup a call between the prospect and Ted. Once these agreements are signed and returned, the accounts will be established and the client can fund their account directly with Interactive Brokers.