Investor Alignment

I want to build long term relationships with my investors

This starts with a fee schedule that aligns the interests of the portfolio manager and his clients

The longer we stay together, the less expensive my services can become

The management fee drops to 0% after 10 years, while the performance fee rises

After 10 years, if I’m not beating the benchmark, I’m not getting paid; and if I am beating the benchmark, you don’t mind paying me

At this point, there are additional bonuses/penalties in place to keep my interest and encourage alpha generation while discouraging outsized risk taking

The Hurdle Rate also rises every 5 years to increase the difficulty of achieving the additional performance fee

Fee Structure

Have any questions? Feel free to reach out using the form below, directly by email or through any of our social media accounts.

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New York, New York

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