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275 SACRAMENTO ST, FL. 8 190 S. LASALLE ST, STE. 3025 8822 S. RIDGELINE BLVD, STE.

220
F O R T P O I N T C A P I TA L PA R T N E R S
SAN FRANCISCO, CA 94111 CHICAGO, IL 60603 HIGHLANDS RANCH, CO 80129

W W W. F O RT P O I N T C A P. C O M
F O R T P O I N T C A P I TA L P

Formed in 2008, Fort Point is an SEC-registered boutique wealth advisory for


high net-worth individuals and families. Creating a positive investor experience
is equal parts planning, design, implementation, and reporting. At Fort Point, our
disciplined, solutions-based investment process aims to deliver consistent portfolio
returns with dramatically reduced volatility, high liquidity and tax efficiency.
OUTLOOK
OPPORTUNITES WE ARE SEEKING REASONING

Global synchronized growth; Attractive valuation compared to domestic


International equities
equities

Inefficiencies within marketplace lending High current income that will likely correlate to rising interest rates

Mispriced closed-end funds Inefficient pricing and investor behavior

Long high quality/short low quality Value-biased; Long high quality earnings; Short low quality earnings

Options (long volatility) Protect against volatility spikes and bear markets

Commodities Cheap inflation protection (today)

Arbitrage opportunities within corporate actions Attractive risk/return (episodic)

RISKS WE ARE MANAGING REASONING

The S&P 500 forward 12-month P/E ratio is above its 5- and 10-year
Valuations
average

Interest Rates Rates are rising in the U.S., which typically result in lower bond prices

Reduction in U.S. corporate tax rates and global economic growth will
Inflation
likely result in increased demand for raw materials

© 2018 Fort Point Capital Partners LLC, 3


F O R T P O I N T C A P I TA L PA R T N E R S
All Rights Reserved. Confidential & Proprietary

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