Separately Managed Accounts
A single research team makes all investment decisions for all mandates using the same concentrated value approach without regard to whether accounts are separately managed or in pooled funds.
Separately managed accounts have a $50 million minimum and are available to clients in most countries. We offer the following mandates:
- Global Mandate - businesses domiciled, trading and/or operating primarily in the global developed countries.
- Non-US Mandate - businesses domiciled and/or operating primarily outside of the US.
- US Mandate - businesses domiciled and/or operating primarily in the US.