Bluestone Capital Management
Differentiated Alpha.


Financial Institutions Fund


Bluestone Financial Institutions Fund is a long-biased limited partnership investment that is focused on the common equity of publicly traded micro, small, and mid-capitalization banks based in the U.S. The managers seek to position the Fund to generate risk-adjusted returns that, over the long-term, are superior to the median return of publicly traded banking companies. The investment strategy employed is based on the manager’s in-depth understanding of the Fund’s underlying positions, and their associated attributes, to a greater degree than the market as a whole. The managers firmly believe that small capitalization banking companies represent a less efficient market that enables deep fundamental research and careful investment selection and management to provide excess returns versus passive bank indices over a multi-year investment horizon. For more information contact us at

Frederick (Ted) Peters & Jason D. O’Donnell