Active Account Management
We believe that having exposure to smaller companies through an active management approach offers investors attractive investment returns over the medium and long term. In addition, investors can gain important diversification benefits that they may otherwise forego by not having smaller companies in their overall portfolio.
Blueprint Capital Management seeks to invest where market inefficiency is greatest. The small cap equity universe is defined as companies with a market value below $500 million. There are 5,000+ companies within this universe actively trading today. In comparison, the large cap universe of equities, defined as companies with a market value exceeding $5 billion, has only 600 active equities. Investors are generally over-exposed to the large cap universe.
Blueprint Capital Management aims to exploit information advantages in this market segment through original fundamental research and greater access to senior level management. We intend to make investments supported by strong thematic growth opportunities with definable catalysts, highly incentivized management teams, low institutional ownership, and relatively clean capital structures. We will seek companies with multiple revenue streams, at or near inflection points in their growth. Blueprint will exploit its size and scale advantage, able to nimbly invest where other larger market participants are unable.
WHO WE ARE
Blueprint Capital is a Registered Investment Advisor that offers investment, research and advisory services within the sub $500 million market capitalization equity universe.
Neil Cataldi has 17+ years of relevant Wall Street industry experience across equities, options, alternatives, and Family Office wealth management. He began his career on the floor of the Philadelphia Stock Exchange where he worked for both TFM Investment Group and Goldman Sachs. He then worked as a derivatives strategist at Susquehanna International Group, generating stock and option trading ideas, mainly within the Consumer sector. Neil has also consulted for multiple private Family Offices, whose assets under management have exceeded $250 million. Neil has managed a range of investments, including actively managed equity and fixed income portfolios, as well as the oversight and management of a large portfolio of hedge funds.
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