DSM Capital Partners uses a bottom-up, growth stock selection investment process with an intermediate to long-term investment horizon. DSM combines fundamental research with a valuation methodology designed to reduce risk and enhance long-term returns. DSM seeks growing businesses with attractive returns, solid business fundamentals, and intelligent management. Clients can invest in DSM model investment strategies through separately managed accounts, sub-advisory relationships, pooled investment vehicles, and wrap-fee programs.
Fee Structure
DSM Capital Partners manages investments through separately managed accounts. The annual fee is a percentage of the value of your investments, and the rate varies depending on the investment strategy and the amount you invest.
- Global Growth: The annual fee ranges from 0.45% to 0.65% depending on the amount invested.
- US Large Cap Growth: The annual fee ranges from 0.45% to 1.00% depending on the amount invested. Accounts starting with $200 million or more pay a flat fee of 0.45%. If the account value drops below $200 million, the tiered fee schedule applies.
- Global Focus Growth: The annual fee is 1.00% of the value of your investments.
- Dividend Growth: The annual fee ranges from 0.45% to 0.65% depending on the amount invested.