Blue Point Investment Management Quarterly Commentary 1Q 2024

During the first quarter, Blue Point’s model portfolio, applied to separately managed accounts returned 5.00% net-of-fees. The Total Return of the S&P 500, which includes dividends, was 10.56%. Blue Point’s active management underperformed the benchmark by 5.56%.

Blue Point’s model portfolio ended the first quarter with 17% in cash.

Way Points Newsletter 1Q24