Potrero Capital Research manages investments for private investment funds and separately managed accounts. The firm seeks long-term capital appreciation through investments in and short sales of equity securities, primarily focusing on small capitalization companies. Potrero's investment strategy involves intensive research and a value-oriented approach to identify overlooked companies with strong fundamentals. Potrero has the authority to make investment decisions without consulting clients.
Fee Structure
Potrero Capital Research primarily manages investments for private funds. The annual management fee for these funds is typically 2.0% of the investor's capital account balance, although some investors may pay 1.0% based on prior investments. Potrero may also receive a performance allocation equal to 20% of the profits allocated to each investor. For separately managed accounts, Potrero may charge an annualized management fee, which is subject to negotiation with the client. To date, Potrero has not earned an SMA Management Fee.