Anthem Asset Management manages a private investment fund called The Anthem Opportunity Fund. Anthem Asset Management focuses on buying shares of smaller publicly traded companies that appear undervalued, aiming for long-term growth. The fund is designed for high-net-worth individuals and institutional investors who participate as limited partners. Anthem Asset Management operates out of Glastonbury, Connecticut, and is led by its founder, William J. DeRosa, Jr., who holds the Chartered Financial Analyst designation. Because Anthem Asset Management exclusively manages this pooled investment fund rather than individual separate accounts, it does not provide personalized ongoing financial planning or standalone investment management for individual retail accounts.
Fee Structure
Investors in the fund managed by Anthem Asset Management pay an annual management fee of 1.0% of their capital account value, deducted monthly. In addition, Anthem Asset Management charges a performance-based fee of 20% on profits earned, provided the fund achieves at least a 3% annual return benchmark and surpasses any past losses.