other names
We are long-term fundamental value investors who have spent over 20 years scouring global markets to find investment opportunities across a wide range of sectors, researching and analyzing hundreds of businesses, and establishing local intelligence networks.

Adviser Profile

Registration status Terminated
As of Date 08/11/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 9
of those in investment advisory functions 6
AUM* 640,609,412
of that, discretionary 640,609,412
Private Fund GAV* 0 -100.00%
Avg Account Size 160,152,353
SMA’s Yes
Private Funds 0 1
Contact Info 203 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

641M 549M 458M 366M 275M 183M 92M
2020 2021
Discretionary
Non-discretionary

Private Funds

Employees