South Ocean Management manages investment portfolios for high-net-worth individuals and operates a private investment partnership. Founded in Hong Kong in 1992, the firm utilizes a long-term, value-oriented investment strategy focused primarily on small- and mid-capitalization equities listed in Hong Kong, as well as American Depositary Receipts and other major international markets. South Ocean Management employs a disciplined research process that combines proprietary quantitative screening, fundamental financial analysis, and environmental, social, and governance considerations to identify fundamentally strong companies trading below their intrinsic value. Portfolios are tailored to accommodate individual client preferences, such as specific investment restrictions, while aiming to preserve capital and compound wealth over extended time horizons.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual investment management fee is 1.5% of assets under management. Certain clients and private partnership funds may also be subject to an annual performance-based fee of 15% of net annual profits.