Bearing Point Capital, LLC

Investment Strategy

Bearing Point Capital employs a customized, client-focused investment process driven by fundamental analysis, and to a lesser extent, technical analysis. The firm primarily uses a long-term investment approach, building diversified portfolios tailored to the client's objectives, tax situation, risk tolerance, and liquidity needs. Portfolio construction frequently incorporates equities, fixed income securities, alternative investments, and various options strategies (such as covered calls and protective puts) to help manage risk, generate income, and address specific client needs. They emphasize a holistic understanding of client goals, providing bespoke advice utilizing both third-party research and proprietary analysis to inform investment decisions. Although long-term strategies are favored, short-term trades and tactical adjustments are also implemented as needed.