Focused Investors LLC manages fully invested, concentrated common stock portfolios for institutional clients, endowments, foundations, and individuals through separately managed accounts or a limited partnership fund. Focused Investors specializes in investing in high-quality, large market capitalization U.S. companies whose share prices trade at substantial discounts to their intrinsic value, with a long-term investment horizon. The firm follows a disciplined fundamental analysis approach, utilizing valuation models such as discounted cash flow to identify investment opportunities. Focused Investors operates from Los Angeles, California, and manages billions in assets on a discretionary basis, ensuring all client accounts are managed identically to the firm's model portfolio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.90% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $100.0M | 0.50% |
| $100.0M - $200.0M | 0.45% |
| $200.0M - $400.0M | 0.40% |
| $400M+ | 0.25% |
Fees are not negotiable. The firm also manages a pooled investment fund with a slightly different fee schedule (1.00% on first $10M, 0.80% on next $10M, 0.60% above $20M).