top of page
bottom of page
The Inflection Point Model is built on one conviction: wealth is created by those who recognize emerging leaders and sector turning points before they become consensus. Research-driven. Institutional-grade. Early.
Markets reward those who identify fundamental change early — not momentum, not hype. Change backed by 24 years of pattern recognition, sector expertise, and disciplined research across the full market-cap spectrum.
We define an inflection point as a decisive moment — in a company's trajectory or a sector's cycle — where fundamental change drives meaningful revaluation. By positioning ahead of these moments, we target asymmetric opportunities that indexed and momentum-driven strategies routinely miss.
Every position results from fundamental, quantitative, and technical analysis working in concert. We monitor macroeconomic cycle trends, product inventory dynamics, pricing power signals, end-market health, and management commentary — then do the rigorous bottom-up work to size the opportunity and the risk.
The Inflection Point Model holds value and growth in deliberate tension — rotating emphasis based on macro conditions while maintaining exposure to compounding growth leaders across all market caps.
We use macroeconomic cycle analysis to identify sectors coming into favor before the broader market reprices them — then do the bottom-up work to find the strongest-positioned companies within those sectors.
We identify companies early in their growth lifecycles — those with industry-leading revenue growth, large and defensible addressable markets, genuine competitive moats, and a credible path to profitability.
Boutique discipline. Institutional rigor. A fee structure that puts your interests unambiguously first.
Fundamental, quantitative (AI-assisted), and technical analysis applied to a focused 30–45 name portfolio. No passive drift, no index-hugging. Every position is earned through process — tracking intrinsic value versus market value continuously.
At 0.50% annually, our management fee is a fraction of what active management typically commands. We believe fees should never obscure the value proposition — and that alignment starts with cost.
One portfolio manager. Full discretionary authority. Your assets custodied at Charles Schwab with daily independent reporting. No committees, no conflicts, no layers between you and accountability.
Monthly research newsletters, regular market commentary, and direct access to Frank Grinnell. We believe that keeping clients and partners informed — especially in volatile markets — is a responsibility, not an afterthought.
We partner with a select group of investors and advisors who value conviction over consensus, transparency over complexity, and a genuine edge over generic solutions.
Advisory firms that want to offer clients institutional-grade active management as a differentiated allocation — rooted in rigorous research, not momentum or hype. Schwab custody enables seamless integration into existing platforms.
RIAs built primarily around indexing who want tactical exposure to game-changing companies across AI, biotech, energy transition, autonomous systems, and orbital infrastructure — without the volatility of pure innovation strategies.
High-net-worth investors and qualified retirement accounts seeking meaningful, research-driven participation in tomorrow's leaders. Minimum investment: $100,000. Custodied at Charles Schwab.
Frank Grinnell built the Inflection Point Model over two decades of learning what markets consistently miss: the moment a company or sector is about to change direction — and how to position before the crowd notices. His career is defined by the ability to recognize inflection before it becomes consensus.
That career spans Wall Street's most demanding environments. Starting at Lehman Brothers and Citi/Morgan Stanley Smith Barney, Frank built deep expertise in equity sales, trading, and portfolio management before becoming a First Vice President at Morgan Stanley — where he served as sole portfolio manager for a long-only equity fund and earned top producer recognition for the Mountain West Region three consecutive years.
At RBC Capital Markets, Frank served the Colorado Public Employees' Retirement Association — one of the nation's largest pension funds — vaulting RBC's ranking from outside the top fifteen to the top three within eighteen months. As Chief Investment Officer at Centennial State Financial, he oversaw more than $700 million in assets and closed over 90% of new wealth management business, growing firm AUM by $50 million in fifteen months.
He founded Tenzing Capital LLC in 2010, a long-bias equity hedge fund, before launching Grinnell Capital in 2020 — the culmination of a 24-year career built on a single discipline: finding the inflection point first.
Request the Inflection Point Model factsheet or schedule a conversation with Frank directly.