Our Services
Investment Portfolio Management
Point Olema's comprehensive portfolio management for families and foundations encompasses tailored wealth design, strategic liquidity planning, rigorous performance benchmarking, and collaborative integration with existing financial advisor relationships. This approach is designed to ensure that wealth management strategies are aligned with both current needs and future goals, providing a robust framework for preserving and growing wealth across generations.
Alternative Asset Class Strategies
Point Olema manages a focused suite of investment strategies including Private Equity, Venture Capital, Diversifying Assets, and Concentrated Public Equity Funds. Differentiated access to exceptional investment talent, delivered through proprietary fund vehicles, can serve as foundational building blocks within multi-asset class portfolios or as standalone, à la carte investment solutions for investors.
VENTURE CAPITAL
Inception: August 2019
Designed to provide access to disruptive, transformational technologies within the venture capital ecosystem.
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Focused on building enduring partnerships with experienced managers to gain access to talented founders & entrepreneurs at the forefront of technological innovation.
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Potential to drive portfolio returns, less affected by traditional market forces.
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PRIVATE EQUITY
Inception: January 2020
Designed to provide access to skilled investors and operators within less efficient corners of the private equity market.
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Focused on partnering with experienced managers uniquely well-equipped to acquire, grow, and professionalize private companies with a central focus on operational value creation.
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Potential to outperform public market investments with enhanced risk management control.
DIVERSIFYING ASSETS
Inception: April 2020
Designed to provide access to differentiated sources of risk & return with lower correlation to traditional risk assets.
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Focused on bespoke investment opportunities exhibiting return durability, inflation protection, and tax-advantaged characteristics.
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Potential to generate equity-like returns with reduced directionality.
CONCENTRATED PUBLIC EQUITY
Inception: April 2020
Designed to enable long-term ownership of deeply researched public companies with a high degree of portfolio concentration.
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Focused on select partnerships employing high-conviction, benchmark-agnostic strategies that seek to outperform broad market indices by embracing increased levels of idiosyncratic risk.
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Potential to outperform passively-managed public equity portfolios over a long-term time horizon.