Focused Investors specializes in managing concentrated portfolios of primarily U.S.-based, large market capitalization stocks for institutional clients. They aim for long-term capital appreciation by investing in companies whose share prices are discounted relative to their estimated intrinsic value. Focused Investors does not tailor its services to individual client needs.
Assets Under Management$3.2B
Clients3
Advisors2
Avg. per Client$1.1B
Avg. per Advisor$1.6B
Fee Structure
Minimum Investment:$250M
Investment management only (planning not offered)
Focused Investors manages investments for larger clients through separately managed accounts and for smaller clients through a limited partnership fund. Here's how the fees work:
Separately Managed Accounts:
- First $10 million: 0.90% per year
- Next $10 million: 0.70% per year
- Next $80 million: 0.50% per year
- Next $100 million: 0.45% per year
- Next $200 million: 0.40% per year
- Over $400 million: 0.25% per year
The Fund:
- First $10 million: 1.00% per year
- Next $10 million: 0.80% per year
- Over $20 million: 0.60% per year
Loading...