Point Olema Capital Partners

Overview

Point Olema Capital Partners is a private investment office serving families and foundations. They build and manage custom, institutional-quality portfolios designed to protect and grow capital over multiple generations through extensive investment experience, institutional-style structure, and access to exceptional investment talent. Their founding principles include independence, stewardship, excellence, performance, transparency, and alignment. Their services encompass investment portfolio management, which includes tailored wealth design, strategic liquidity planning, rigorous performance benchmarking, and collaborative integration with existing financial advisor relationships. They also offer alternative asset class strategies, managing a focused suite of investment strategies including Private Equity, Venture Capital, Diversifying Assets, and Concentrated Public Equity Funds. Their venture capital strategy, initiated in August 2019, is designed to provide access to disruptive, transformational technologies within the venture capital ecosystem. They focus on building enduring partnerships with experienced managers to gain access to talented founders and entrepreneurs at the forefront of technological innovation. Their private equity strategy, launched in January 2020, aims to provide access to skilled investors and operators within less efficient corners of the private equity market, focusing on partnering with experienced managers uniquely well-equipped to acquire, grow, and professionalize private companies with a central focus on operational value creation. Their diversified assets strategy, started in April 2020, is designed to provide access to differentiated sources of risk and return with lower correlation to traditional risk assets, focusing on bespoke investment opportunities exhibiting return durability, inflation protection, and tax-advantaged characteristics. Their concentrated public equity strategy, also initiated in April 2020, is designed to enable long-term ownership of deeply researched public companies with a high degree of portfolio concentration, focusing on select partnerships employing high-conviction, benchmark-agnostic strategies that seek to outperform broad market indices by embracing increased levels of idiosyncratic risk. Their investment philosophy emphasizes delivering superior risk-adjusted returns across all market conditions, anchored by an unwavering focus on long-term results. They provide clear and consistent portfolio reporting to empower clients with a comprehensive understanding of their investments, striving to place clients’ best interests at the center of everything they do, acting as fiduciaries obligated to act in clients’ best interests.

Investment Focus

• High net worth individuals
• Family offices
• Foundations
• Institutional investors