Hyams Investments, Inc. aims to achieve attractive returns for clients by investing in undervalued securities. They primarily invest in equity securities listed on major exchanges. HII may use margin, options, and short selling strategies depending on market conditions. Cash is held in accounts offering stability, liquidity, and an attractive rate of return. Clients can impose restrictions on investments in certain securities in writing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.60% |
| $2.5M+ | 0.55% |
In addition to the base management fee, a performance fee is charged. The performance fee is 20% of the amount by which the market value of a client's account at the end of the relevant accounting period exceeds an 8 percent annual return. For accounts with annualized amounts invested over $2.5 million, the annual performance fee is 20% for the first $2.5 million and 17.5% for the amount exceeding $2.5 million. The stated fees are generally not negotiable.