Morant Wright Management (MWM) focuses on Japanese equities, seeking undervalued companies with strong financials. MWM provides investment advice to collective investment funds and separately managed accounts. Investment strategies are tailored to each fund or separate account, with clients able to impose restrictions. MWM emphasizes capital preservation and long-term growth.
Fee Structure
MWM manages investments for funds and separate accounts, charging fees that are similar in nature and amount. For the MW Japan Fund, the investment management fee is 1% per year of the fund’s net asset value for the A and C shares and 1.5% for the B shares. These fees may be negotiable depending on factors like account size and complexity. MWM may also rebate a portion of the management fees to some investors.