BLUESPRUCE Overview

Bluespruce Investments Lp is a hedge fund that manages 422.5 MM dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 254MM in positions, representing 60% of the manager's regulatory AUM.

BLUESPRUCE StockAlpha

+5.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BLUESPRUCE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PYPL 13.44% Tech -5.74% -0.51% 0 17%
AZPN 12.44% Tech 11.43% 1.69% 1 3%
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FEATURED IN
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BLUESPRUCE Founders and Key Employees

Name Title In Position Since
Timothy M. Hurd Managing Director; Limited Partner February-2013
Edward M. Magnus Managing Director; Limited Partner February-2013
Edward J. Ludwig Chief Financial Officer And Chief Compliance Officer February-2013
Alexander R. Ripley Managing Director; Limited Partner March-2013

BLUESPRUCE Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
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Prime Broker Pro
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BLUESPRUCE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.


BlueSpruce seeks to deliver high risk-adjusted absolute returns by leveraging the founders’ private equity background. The BlueSpruce Funds aim to combine seasoned business judgment, a fundamental value-oriented research approach, rigorous due diligence and a long-term investment horizon, married with patient capital in the form of a 3-year lock-up.


The WhiteSpruce Fund aims to generate a return in excess of the S&P.


The BlueSpuce Funds endeavors to achieve attractive long-term absolute returns while minimizing the risk of permanent capital loss; The Investment Manager leverages the private equity backgrounds of its founders and perform...
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BLUESPRUCE Portfolio Concentration

BLUESPRUCE Location

444 NORTH MICHIGAN AVE.
SUITE 2905
CHICAGO, Illinois
UNITED STATES, 60611

BLUESPRUCE Contact Information

Phone Number: 312-533-3800
Fax Number: 312-533-3829
Website:

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