You can see what we’ve accomplished so far

At Two Point Capital Management, we have an audited track record spanning more than two decades. Even though next year will be different, and can’t be predicted, you can have a sense of our performance over time. We are open and transparent in all of our interactions with clients.

An initial $1 million portfolio established in 1999 would have grown to $5.855 million as of the end of 2019, even after subtracting an annual fee of 1%. 

 

 

 

Cumulative Performance : 1999 – 2019

 

From the inception of our Value+Quality investment strategy in 1999 through December 31, 2019, our All Equity Composite portfolio has generated 53% more wealth than the Russell 3000 Index and 66% more wealth than the S&P 500 Index, even after subtracting our 1% (or lower) management fee.

 

Long-term Annualized Performance

 

Our portfolio performance as presented in standard industry increments: over the last year, over the last three years, over the last five years, and since our inception.

 

Transparency is one of our key values

We meet with our clients on an annual basis for a comprehensive review of their investments. We have our results regularly audited by an independent accounting firm. We post our consolidated results on our website.

In addition, all of our client funds are held by separate third-party custodians, which send monthly reports directly to each client. We have the authority to purchase and sell securities on your behalf, but we have no authority to remove funds from your account without your written approval.

 

Are we the right fit?

Most clients of Two Point Capital are looking for a relationship with a Chartered Financial Analyst® (CFA®), want an investment strategy they can have confidence in over the long term, and have $1 million or more in investable funds. Sound like you? We would welcome the opportunity to meet with you.

There is no cost or obligation, and we will never share your contact information with anyone.


Not-so-fine print

Gross returns are presented after transaction costs but before management fees. An initial client account of $1 million invested in a Two Point Capital Management All Equity account would have become $7.222 million before fees during the 21 years presented. A 1% annual fee, withdrawn quarterly, would have reduced the ending account value to $5.855 million. 

Performance results have been audited by an independent accounting firm. Past performance is no guarantee of future results. Individual investor results will vary. Performance results may be materially affected by market and economic conditions.