Blue Ocean Investment Partners

What Blue Ocean Investment Partners does

Blue Ocean Investment Partners Limited is a London-based, FCA-authorized (FRN 800108) and SEC-registered investment management firm founded in May 2018 by Ted Holmes, CFA, CPA. The firm operates a single concentrated equity strategy that holds 5-15 high-conviction positions in 'winners of tomorrow' — lesser-known companies with proven aligned management, sustainable competitive advantages, large addressable markets, and minimal long-term risks. The strategy is delivered to high-net-worth individuals, families, endowments, and funds globally, with a $250,000 minimum investment and eligibility restricted to MiFID II Eligible Counterparties and Professional Clients.

The firm charges a 1% annual management fee on assets under management plus a 30% performance fee on returns above the benchmark index, presented net of fees. The go-to-market is founder-led and relationship-driven: Ted Holmes personally meets prospective clients and co-invests nearly all of his liquid net wealth alongside them. Distribution is supported by a content library of investment philosophy white papers and MailChimp-delivered newsletters aimed at qualified investors. No proprietary technology platform is disclosed; investment decisions rely on proprietary analytical frameworks developed over the founder's career.

The firm is staffed at 1-10 employees and operates from a registered office in London (Suite 1002, 9 Steedman Street, SE17 3BA). Ted Holmes brings nearly 30 years of investment experience, including top-ranked analyst tenure at Brinson Partners and over 20 years at UBS Asset Management where he served as European Head of Equities overseeing $20 billion in client assets. He also holds external roles as Non-Executive Director of City of London Investment Trust and River and Mercantile UK Micro Cap Investment Company, and as CFO of AI-SaaS firm ImpactLoop. The strategy has returned 115% net of fees from inception through December 2024, compared with 51% for its closest benchmark, with no leverage or derivative exposure in the portfolio.

Name

Blue Ocean Investment Partners

Legal name

Blue Ocean Investment Partners Limited

Website

https://blueoip.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Blue Ocean Investment Partners is a London-based, FCA-authorized investment manager founded in 2018 by Ted Holmes. It runs a single concentrated equity strategy holding 5-15 high-conviction positions for high-net-worth individuals, families, endowments, and funds globally with a $250,000 minimum.

Ownership category

akta.pro rank

Product category

Discretionary Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA)

akta.pro secondary industry

Offshore & International Private Banking (FSAAABAB)

Keywords

• Discretionary investment management
• Concentrated equity strategy
• Wealth management services
• High conviction investing
• Portfolio management services

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Management Fees: 1% annual management fee charged on assets under management.
2. Performance Fees: 30% fee for performance above the benchmark index, applied on returns exceeding the benchmark threshold.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Blue Ocean Investment Partners manages a concentrated equity portfolio of 5-15 high-conviction investment ideas in lesser-known companies with aligned management, sustainable competitive advantage, large addressable markets, and minimal long-term risks. The service is delivered to high-net-worth individuals, families, endowments, and funds globally with a $250,000 minimum investment threshold. Fees consist of a 1% annual management fee plus a 30% performance fee on returns above the benchmark index.

Product overview

Blue Ocean Investment Partners operates as a single core investment management offering: a concentrated equity investment strategy that holds 5-15 high-conviction positions in winners of tomorrow. The strategy is designed for high-net-worth individuals, families, endowments, and funds, with a minimum investment of $250,000. The firm publishes investment insights articles and provides quarterly investor letters to qualified investors. Ted Holmes serves as Founder and Chief Investment Officer, with co-investment alongside clients and direct client interaction.

Differentiator

Problem solved

Functional benefit

Products and services

• Concentrated Equity Investment Strategy A concentrated equity portfolio of 5-15 high-conviction investment ideas focused on 'Winners of Tomorrow' - lesser-known companies with proven aligned management, sustainable competitive advantages, large addressable markets, minimal long-term risks, and priced for a margin of safety. Designed for high-net-worth individuals, families, endowments, and funds, with a $250,000 minimum investment.

Quantifiable outcome

• 115% net of fees return since inception vs 51% for closest benchmark (May 2018 - December 2024)

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Harris Associates (Oakmark Funds): Concentrated value-oriented investment manager running Oakmark funds with concentrated portfolios of high-conviction stocks. Comparable philosophy and HNW/retail adviser channel distribution model.
• Polen Capital Management: US-based concentrated growth equity manager running a small number of high-conviction positions for institutional and HNW clients. Comparable concentrated quality-growth approach and long-tenure investment culture.
• Southeastern Asset Management: US-based concentrated long-only value manager historically running the Longleaf Partners Funds with small numbers of high-conviction holdings. Direct philosophical and structural parallel to Blue Ocean's concentrated strategy.
• Lindsell Train: UK-based boutique investment manager running highly concentrated, long-only global equity strategies for long-term investors. Directly comparable to Blue Ocean in approach (low number of holdings, high conviction, patient capital) and HNW/institutional client focus.
• Mittleman Investment Management: US-based boutique managing concentrated global and US value equity strategies for HNW clients and institutions. Similar concentrated, high-conviction approach with strong long-term track record targeting similar sophisticated investor base.
• Ruane, Cunniff & Goldfarb: Long-tenured US investment manager best known for the Sequoia Fund, a highly concentrated equity portfolio. Closely matches Blue Ocean's concentrated, long-term, fundamentals-driven approach and selective HNW/institutional distribution.
• Pershing Square Capital Management: Public concentrated long/short fund with a very small number of high-conviction positions and strong founder branding. Comparable in concentrated, high-conviction approach though at much larger AUM scale and public vehicle structure.

Broad incumbents

• Baillie Gifford: Large Edinburgh-based investment manager known for concentrated, long-term global growth strategies including Scottish Mortgage. Comparable concentrated growth philosophy, but operates at far larger AUM scale with multiple strategies and broader distribution.
• Artisan Partners: US-listed asset manager offering multiple high-conviction equity strategies including Artisan Global Value and Mid-Cap funds. Comparable concentrated stock-picking approach but distributed across many funds and channels at materially larger scale.
• Berkshire Hathaway: Iconic concentrated long-term value investor with a small portfolio of high-conviction holdings and very long holding periods. Represents the ultimate concentrated long-term philosophy Blue Ocean aspires to, though operating as a public conglomerate rather than a discretionary manager.

Market position

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/blueoip

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blue Ocean Investment Partners